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Overcoming Common Barriers in a Social Security Disability Case Join Disability Law expert Scott Daniels in this riveting CLE program on how to best advocate for your client in a Social Security Disability case. Mr. Daniels will explain eligibility issues, lack of medical evidence, and gaps in a claimant’s work history. Finally, the program will highlight some frequent mistakes made by Administrative Law Judges. Daniels will keep you entertained as he teaches plaintiffs' attorneys how to zealously represent their clients at these important hearings. This program is a must watch for any attorney wishing to learn more about Social Security Disability cases. Agenda Applicable Social Security Laws Types of Disability Programs Evaluation Process Federal Disability Process Case Examples
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Oregon 45 Credit Bundle with Ethics, A/J, Child/Elder Abuse, & Mental Health - All Courses Approved in Oregon Bundle Courses Include: Preparing Clients for Deposition: An Investment in Performance (1.25 Credits) Ethics in Business Law (1.25 Ethics Credits) Athlete Agency Law (1.25 Credits) Overview of the Freedom of Information Act (2 Credits) Entity Formation 101 (1.25 Credits) Anti Money Laundering for Business Lawyers (1.25 Credits) A Lawyer's Guide to Raising Capital (1.25 Credits) Ethics Compliance for Solo Practitioners (1.25 Ethics Credits) Introduction to Non-Profit Law (1.25 Credits) Philosophy of a Business Legal Counselor (1 Credit) Information Technology for Lawyers (1.25 Credits) Criminal Mitigation: Pre-Pleas & Pre-Sentencing Strategies (1 Credit) Borderline Personality Disorder: Pre-Plea & Pre-Sentencing Mitigation Strategies (1.25 General Credits) Is That a Worker or an Employee? Questions & Answers on Worker Classification (1.25 Credits) Pre-sentence Investigation (PSI) Critique: Mitigation as Counter Strategy in Child-Pornography Cases (1.25 Credits) Business and Asset Protection (1 Credit) Intermediate Topics: Title IX (1.5 Access to Justice Credits) A Lawyer’s Guide to Ethics and Ethical Networking in a Virtual World (2 Ethics Credits) Complex Trauma in Criminal Mitigation Cases: How Abuse and Neglect Cause Abnormal Development (1.25 Credits) Domestic violence as intimate terrorism: mitigation for criminal defense lawyers (1.25 Credits)
The Burned Out Lawyer- Recognition and Prevention Strategies (1.25 Credits)
No One Makes It Out Unscathed: The Effects of Personal Trauma and Stress On Our Lives (1 Credit) Gambling Addiction for Lawyers (1 Substance Abuse Credit) Attorney’s Guide to Online Defamation & Website Removal (1 Credit) The Federal False Claims Act: Enforcement and Recent Updates (1.25 Credits) Cultural Competence: Recognizing Implicit Bias (1 Access to Justice Credit) Leveling the Playing Field: The Elimination of Bias in the Legal Profession (1 Access to Justice Credit) Benefiting from New Markets Tax Credits (1 Credit) The Art and Science of Hourly Billing (1 Ethics Credit) Ethically Keeping Your Client's Trust Even When Things Go Wrong (1 Ethics Credit) Cannabis Law (1 credit) Evidence 101 (1.5 Credits) Talc Litigation: A Primer (1 Credit) Talc Litigation: Cross-examination of a Lung Cancer Plaintiff (1.25 Credits) Banking for the Non-Banking Attorney (1.5 Credits) Copyright for Artists (1.5 Credits)Child and Elder Abuse Reporting (1 Abuse Reporting Credit)
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Order in the Court: Ethical Interaction With Judges Lawyers have a duty to uphold ethical standards while zealously advocating for their clients. But where is the line when it comes to challenging judges and their rulings? This program will explore the ethical rules that govern a lawyer's interaction with judges both in and out of the courtroom, using real-life examples and cases as illustrations. It will delve into the ethical considerations of not only what lawyers can say to judges in the courtroom, but also what they can say about them in the court of public opinion. This course will provide a thorough analysis of contemporary courtroom dynamics between attorneys and judges, as illustrated by case law, rules of professional conduct, as well as recent high-profile cases. It will discuss the ethical dilemmas that attorneys face in attempting to gain the best advantages for clients, while adhering to the boundaries of applicable ethical and legal standards. Agenda
- Introduction to the importance of ethical considerations in a lawyer's interaction with judges
- Exploration of ethical rules that govern a lawyer's interaction with judges in and out of the courtroom
- Analysis of ethical considerations for what lawyers can say to judges in the courtroom and in the court of public opinion
- Examination of contemporary courtroom dynamics between attorneys and judges through case law, rules of professional conduct and high-profile cases
- Discussion of ethical dilemmas that attorneys face in attempting to gain the best advantages for clients within the boundaries of applicable ethical and legal standards
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Online Civility and Professionalism for Attorneys Online Civility and Professionalism for Attorneys In the realm of legal practice, the issue of incivility among lawyers is a multifaceted concern, with varying beliefs about its prevalence and causes. Some point to the portrayal of lawyers in media and a blurred line between assertiveness and rudeness, while others blame technology and the divisive state of public discourse. Several states, like New York, Utah, and Illinois, have established programs and hotlines to address ethics and professionalism. Surveys suggest that a majority of lawyers perceive their colleagues as civil, yet many still report experiencing uncivil behavior. In California, attorney guidelines emphasize civility and respect in communications and interactions within the legal system. To counter incivility, legal professionals are advised to maintain written records of inappropriate conduct, engage in open discussions with opposing counsel, and seek guidance from mentors or senior attorneys. Additionally, online civility presents distinct challenges due to anonymity, potential miscommunication, and the risk of harassment. Lawyers are encouraged to be cautious about sensitive topics and consider legal actions if harassment occurs. Agenda/ Obejectives - Understanding the Roots of Incivility and Professionalism - 6 Minutes - State Initiatives and Ethics Programs - 8 Minutes - Survey Insights and Lawyer Perceptions - 7 Minutes - Attorney Guidelines of Civility and Professionalism - 11 Minutes - Challenges in Online Civility and Professionalism - 8 Minutes - Strategies for Promoting Civility and Professionalism - 10 Minutes - Privacy and Sensitivity in Legal Practice - 8 Minutes - Taking Action Against Online Incivility and Professionalism - 7 Minutes
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Ohio 24 Credit Bundle with 2.5 Ethics/Attorney Conduct - All Courses Approved in Ohio
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Ohio 24 Credit Bundle with 2.5 Ethics/Attorney Conduct - All Courses Approved in Ohio Bundle Courses Include: Cross Examination Made Simple (1.5 Credits) Direct Examination: Making the Witness Look Good (1.25) Opening Statement As a Story (101) - 1 Credit Opening Statements As a Story - 102 Basics of Landlord/Tenant law for Ohio (1 Credit) Overview of the Freedom of Information Act (2 Credits) Evidence 101 (1.5 Credits) Evidence 102 (1.25 Credits) Information Law Firms Collect and Store – What to do in the Event of a Cyber Breach? (1.25 Credits) Unauthorized Practice of Law: Ethical Dilemmas and the Rule of Law (1 Professional Conduct Credit) The Impact Of Internet and Sports Betting for Lawyers (1 Professional Conduct Credit) Imposter Syndrome in the Legal Profession (1 Professional Conduct Credit) Fair Debt Collection Practices Act (1 Credit) Paying for Referrals: A Danger to the Payor and Recipient's Freedom (1.25 Credits) Help for the Helper: The Effects of Trauma and Compassion Fatigue on the Lawyer Who Cares (1 Professional Conduct Credit) Technology & Bias Spreading It And Stopping It (1 Credit) Microsoft Office 365 For Attorneys (1 Credit) Closing Arguments (1.75 Credits) Physician Employment Agreements: Problem Areas that can be Landmines (1 Credit) Eating, Sex, and Exercise Disorders for Lawyers (1 Professional Conduct Credit)
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Off the Clock: Professional Ethics On Personal Time Most legal ethics programs focus on how applicable rules, laws, and related opinions govern a lawyer´s behavior when he or she is practicing law. But what rules apply to a lawyer´s behavior off the clock? The answer is: ethically, a lawyer is never off the clock. This program will focus on the rules, statutes, case law, principles, and guidelines that govern a lawyer’s actions, conduct, and speech, during personal time. It will break down and analyze Professional Rule of Conduct 8.4, Misconduct, breaking down each subsection into informative, practical examples, and present practical illustrations and informative case examples from around the country of how off the clock behavior can have on the job consequences.
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North Dakota 15 Credit Bundle with 3 Ethics Bundle Courses Include: Bundle Courses: Criminal Mitigation: Pre-Pleas & Pre-Sentencing Strategies (1 General Credit) Borderline Personality Disorder: Pre-Plea & Pre-Sentencing Mitigation Strategies (1.25 General Credits) Is That a Worker or an Employee? Questions & Answers on Worker Classification (1.25 General Credits) No One Makes It Out Unscathed: The Effects of Personal Trauma and Stress On Our Lives (1 Ethics Credit) Intermediate Topics: Title IX (1.5 General Credits) Pre-sentence Investigation (PSI) Critique: Mitigation as Counter Strategy in Child-Pornography Cases (1.25 Credits) Anti Money Laundering for Business Lawyers (1.25 General Credits) Entity Formation 101 (1.25 General Credits) The Art and Science of Hourly Billing (1 Credit) A Lawyer's Guide to Raising Capital (1.25 General Credits) Philosophy of a Business Legal Counselor (1 Credit) Ethics Compliance for Solo Practitioners (1.25 Ethics Credits) Introduction to Non-Profit Law (1.25 General Credits)
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North Carolina 12 Credit Bundle with Ethics, Tech, and Substance Abuse/Mental Health - All Courses Approved in North Carolina! Bundle Courses Include: Anatomy of a Civil Tax Controversy (1.5 Credits) Closing Arguments (1.75 Credits) Opening Statement As a Story - 101 (1 Credit) Opening Statements As a Story - 102 (1.5 Credits) Overview of the Freedom of Information Act (2 Credits) Information Law Firms Collect and Store – What to do in the Event of a Cyber Breach? (1.25 Technology Credits) Order in the Court: Ethical Interaction With Judges (1 Ethics Credit) Effective and Ethical Use of Experts (1 Ethics Credit) Help for the Helper: The Effects of Trauma and Compassion Fatigue on the Lawyer Who Cares (1 Substance Abuse/Mental Health Credit)
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Non-Competes: Taking Your Drafting and Enforcement Strategies To the Next Level In this timely and compelling CLE program, attorney, William Nolan discusses issues with regard to non-compete agreements and their impact. Attorney Nolan discusses drafting, enforcement, and strategies of non-competes. He begins the program with an overview of agreements and their purpose. Mr. Nolan then covers, in detail, different state laws and how they drive strategy. He concludes the program by covering common questions and then reviews a sample non-compete agreement. This program is for any attorney who may want to learn more about non-compete agreements Agenda Basic Overview Non-Competes State Law Driving Strategy Strategy Issues Enforceability Common Questions Sample Agreement Overview
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No One Makes It Out Unscathed: The Effects of Personal Trauma and Stress On Our Lives In this timely and compelling CLE program, Attorney, Brian Quinn presents, “No One Makes It Out Unscathed: The Effects of Personal Trauma and Stress On Our Lives”. Mr. Quinn begins the program with a discussion on statistics and symptoms of stress and trauma. The program continues with an overview of warning signs, and dealing with stress and trauma. Mr. Quinn then explains the effects of trauma and the vicarious trauma in the legal profession. The program concludes with challenges of enabling and denial and how lawyers can seek help. This program is for all attorneys. Agenda
- Statistics
- Warning Signs at the Firm
- What is Stress
- Distress
- Dealing with Stress
- Trauma
- Types and Effects of Trauma
- Vicarious Trauma in Legal Profession
- Enabling and Denial
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NFL Contract Advisors – “So You Want To Be An Agent" Welcome to NFL Contract Advisors – “So You Want To Be An Agent…” A big part of sports law is getting agents ready for the the obligations of managing high-profile clients. And that’s where lawyers come in. NFL Contract Advisors covers NFLPA certification requirements, agent eligibility, standards of conduct and prohibited actions, key points of agent-player contracts and player-team contracts, and the NFL’s personal conduct policy. And most importantly, we’ll look at some recent episodes of “bad client behavior” in the NFL (aka – The 3 AM Phone Call). Stories include a mercurial QB skipping a game to party (in disguise) in Las Vegas, a star wide receiver allegedly throwing furniture off a 14 th floor Florida condo balcony, the league’s highest-paid player bankrolling a dog fighting operation, and of course… “DeflateGate.” NFL Contract Advisors “So You Want To Be An Agent…” I. Introduction a. “3 AM Phone Call” – Johnny Manziel II. Collective Bargaining Agreement & the NFLPA a. “3 AM Phone Call” – Coach Urban Meyer & COVID Protocols III. Agent Eligibility IV. Agent Regulations Under the NFLPA a. “3 AM Phone Call” – Antonio Brown V. Agent-Player Agreements (SRA’s) VI. Player-Team Agreements a. “3 AM Phone Call” – Michael Vick VII. Personal Conduct Policy a. “3 AM Phone Call” – Tom Brady & DeflateGate VIII. Resources (NFLPA & CBA Rules, Regulations & Model Forms) a. https://nflpa.com/ b. https://www.nfl.com/
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New York Bundle 24 Credits with 4 Ethics and 1 Elimination of Bias/Diversity, 1 Cyber Security
Bundle Courses:Evidence 101 (2 Credits)
Evidence 102 (1.5 Credits) Fair Debt Collection Practices Act (1 Credit) Opening Statement As a Story (101) (1 Credit) Opening Statements As a Story - 102 (1.5 Credits) Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) (1.5 Credits) Taking Off the Gloves: What to Expect in U.S. Tax Court (1.5 Credits) Cross Examination Made Simple (1.5 Credits) Direct Examination: Making the Witness Look Good (1.5 Credits) NFL Contract Advisors – “So You Want To Be An Agent" (2.00 Credits) Overview of the Freedom of Information Act (2.5 Credits) Gambling, The Secret Addiction The Impact of Internet and Sports Betting (1 Ethics Credits) Cyber Security for Lawyers and Law Firms (1.5 Cyber Security Credit) Off the Clock: Professional Ethics On Personal Time (1 Ethics Credit) Ethics and Professionalism: The Art of Graceful Disagreement (1 Ethics Credit) Leveling the Playing Field: The Elimination of Bias in the Legal Profession (1 Diversity and Inclusion Credit) Unauthorized Practice of Law: Ethical Dilemmas and the Rule of Law (1 Ethics Credit) -
New Hampshire 2 Credit Ethics Bundle Courses: Anti Money Laundering for Business Lawyers (1 Credit) Entity Formation 101 (1 Credit) Athlete Agency Law (1.25 Credits) Banking for the Non-Banking Attorney (1.5 Credits) Copyright for Artists (1.5 Credits) How to Cross Examine a Medical Witness (1 Credit) Principles of a Successful Jury Trial (1 Credit) Ethically Keeping Your Clients Trust Even When Things go Wrong (1 Ethics Credit) Preparing Clients for Deposition: An Investment in Performance (1 Credit) Cannabis Law (1 Credit) Ethics of Business Law (1.25 Ethics Credit)
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Nevada 13 Credit Sagebrush Bundle with 2 Ethics and 1 Substance Abuse Bundle Courses Include: Fair Debt Collection Practices Act (1 Credit) Opening Statement As a Story -101 (1 Credit) Opening Statements As a Story - 102 (1.5 Credits) Closing Arguments (2 Credits) Anatomy of a Civil Tax Controversy (1.5 Credits) Paying for Referrals: A Danger to the Payor and Recipient's Freedom (1 Credit) Help for the Helper: The Effects of Trauma and Compassion Fatigue on the Lawyer Who Cares (1 Substance Abuse Credit) Unauthorized Practice of Law: Ethical Dilemmas and the Rule of Law (1 Ethics Credit) Physician Employment Agreements: Problem Areas that can be Landmines (1 Credit) Elimination of Bias in the Legal Profession: Both Personally and Professionally (1 Ethics Credit) Microsoft Office 365 For Attorneys (1 Credit)
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Welcome to NCAA & Name, Image, Likeness – Updates & Anarchy in America! The last four years have been a watershed moment in amateur college sports. From the possibility of losing eligibility for pursuing endorsement offers in 2019 to signing multi-million dollar deals in 2022 this is a new era for student-athletes. Sports lawyers will learn about how we got here and how the intersection of NIL deals, the NCAA Transfer Portal & Boosters have changed the college sports landscape. And we know this much…where we are now and what is allowed or not allowed today will change rapidly and frequently. It will be critical for lawyers to stay up to date as the NCAA, federal legislators and states continue to jockey for position in controlling the direction of college sports.
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Microsoft Office 365 For Attorneys The Office 365 Groups feature can be beneficial to lawyers as it provides a centralized location for collaboration and communication among team members working on a matter. By creating a Group, attorneys, paralegals, assistants, and support staff can use a shared inbox to discuss the matter, add events and deadlines to a shared calendar, collect resources and research in OneNote, and upload documents to a shared document library for collaboration. This can improve efficiency and productivity by allowing team members to access all necessary information from wherever they are, on any device with internet access. Additionally, outside co-counsel or experts can be added to the Group as well, making it easier to collaborate with external parties. Finally, the Office 365 Forms feature can be used to create forms and quizzes for client input, which can help attorneys better understand and meet their clients' needs. AGENDA
- Introduction to Office 365 Groups and its benefits for lawyers
- Creating an Office 365 Group for a matter
- Using the shared inbox for communication
- Adding events and deadlines to the shared calendar
- Collecting resources and research in OneNote
- Uploading documents to the shared document library
- Collaborating with outside co-counsel or experts
- Using Office 365 Forms for client input
- Conclusion and summary of the benefits of Office 365 Groups for lawyers
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Marriage Equality in the Crosshairs: Estate Planning Protections amidst Targeted Discrimination
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Macro Cross Border Planning Challenges Related To The LGBT Community In this timely, and compelling CLE program attorney, Angela D. Giampolo, presents Macro Cross Border Planning Challenges Related To The LGBT Community. Attorney Giampolo begins the program with an overview of LGBT immigration in the united states. The program continues with an international discussion of LGBT immigration. The program concludes with an explanation of LGBT estate planning and marriage concerns. This program is a must listen for any attorney.
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Louisiana 4 Credit Bundle with Ethics and Professionalism - All Courses Approve by Louisiana Course Includes:
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Leveling the Playing Field: The Elimination of Bias in the Legal Profession This program will cover laws regarding bias and discrimination and how they apply specifically within the legal profession. It will include The latest developments within state and federal laws governing bias and discrimination, the application of ABA Model Rule 8.4(g), as well as a host of practical considerations to consider in order to most effectively eliminate bias and maintain a healthy cultural climate within your law firm.
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Law of Corporate Information: New Issues on Old Foundations - Faculty: William Nolan This program reviews some of the key concepts and developments in the broad range of legal issues relating to corporate information, starting with relatively older issues and progressing towards newer issues, with a common theme that is not new – aligning the management of information with business needs is an underlying principle in all of these areas. AGENDA: Protecting Companies Trade Secrets Uniform Trade Secrets Act Monitoring Employee Technology Use Employee Electronic Communication Outside Company Preventing and Responding to Data Breaches - HIPPA and FTC Act Importance of Building an Information Control Culture
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Kentucky 12 Credit Bundle with Ethics All courses approved in Kentucky. Esquire CLE’s Sponsor No. 7532
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Keeping Your Client's Trust Even When Things Go Wrong Ever wonder why clients become so upset and you, their lawyer, are faced with explaining so much to alleviate your client's anxiety as you watch trust slipping away? Take this course and find out what's at the source of the client's reaction (sometimes over-reaction) and learn how to reduce and even eliminate these reactions. Learn easy strategies to reduce/eliminate client grumblings and complaints while at the same time creating strong trusting relationships that withstand litigation battles and heated negotiations.
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Is that Worker an Employee? Questions and Answers on Worker Classification In this timely, and compelling, CLE program attorney Michael DeBlis presents: “Is that a Worker or an Employee? Questions and Answers on Worker Classification.” Misclassification of employees as independent contractors is now a common phrase uttered by state and federal legislators and regulators. State task forces have been formed to crack down on businesses that do not pay unemployment insurance and workers’ compensation premiums or withhold taxes for workers whom the state believes are employees and not independent contractors. This program is for any attorney. Agenda:
- Why does it matter how a company classifies its workers?
- What are the consequences of worker misclassification?
- In what ways are state and federal regulatory agencies focusing on independent contractor misclassification?
- If I misclassify my workers as independent contractors rather than employees, how will the government find out?
- Does the fact that most, if not every company, in a given industry treats its sales force as independent contractors immunize XYZ Corporation from a successful challenge mounted by the IRS?
- Is there a simple test for whether a worker is an independent contractor or employee?
- My workers all sign a contract and agree they are independent contractors. Won’t that help?
- To be safe, should I just treat all workers as employees even if they are independent contractors?
- I’ve heard that Section 530 will protect my business as long as it follows an industry standard. Is that true?
- What factors militate in favor of a worker being classified as an independent contractor?
- I received a letter from the State Department of Labor or from the IRS that appears to question my worker classification. What should I do or not do?
- Recommendations to Minimize or Avoid Future Misclassification Exposure for Companies That Use Independent Contractors to Supplement Their Workforce
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Introduction to Psychiatric Malpractice In this timely and compelling CLE program, attorney Gregory Radomisli presents, Introduction to Psychiatric Malpractice. The program begins with an introduction to psychiatric malpractice and the duty of care that is involved. Mr. Radomisli continues the program with a discussion on the types of the general cases involved. Mr. Radomisil then presents the principles of medical malpractice as applied to psychiatric care. The program concludes with an explanation of specific cases and the law involved. This program is for any attorney. Agenda:
- What is Psychiatric Malpractice
- Duty of Care
- Types of cases in general
- General Principles of Medical Malpractice as Applied to Psychiatric Care
- Specific Cases
- Voluntary and Involuntary Hospitalization
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Introduction to Non-Profit Law In this timely, and compelling CLE program attorney, Todd Kulkin, presents “Introduction to Non-Profit”. The program begins with an overview of non-profit basics and the philosophy of non-profit practice. The program continues with an introduction to the tools of the trade and how to mitigate risks. Mr. Kulkin then provides a discussion on private inurement. The program concludes with an explanation of non-profits for business, religion, and politics.This program is for any attorney involved in non-profit law or has clients who are involved in a non-profit business. Agenda
- Non-Profit Basics
- Philosophy of Non-Profit Practice
- Tools of the Trade
- Non-Profits: Mitigating Risk
- Private Inurement
- Non-Profits and Business
- Non-Profits and Religion
- Non-Profits and Politics
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Introduction to Family and Employment Immigration Law
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Intermediate Topics: TITLE IX In this timely and compelling program, attorney, Adria L. Silva presents, “Intermediate Topics: TITLE IX”. Attorney Silva begins the program with an overview of TITLE IX basics and who can be sued within the Statute of Limitations. The program continues with a discussion of TITLE IX v. TITLE VII. Attorney Silva then covers applicable case law and intermediate topics such as internal investigations, sexual harassment, and gender discrimination. The program concludes with an explanation of the Family Education Rights and Privacy Act. This program is for any attorney. Agenda:
- TITLE IX Basics
- Who Can Be Sued and SOL
- Conditions Precedent
- TITLE IX v. TITLE VII
- Internal Investigations
- Sexual Harassment
- Gender Discrimination
- Retaliation
- Family Education Rights and Privacy Act
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Information Technology for Lawyers In this timely, and compelling program, attorney Russell Jackman presents “Information Technology for Lawyers”. Mr. Jackman begins the program explaining how and why to update a law office computer system and uses windows as an example. The program continues with an overview of backups, cloud services, and firewalls. Mr. Jackman then discusses security tips and case management systems. Attorney Jackman concludes the program going over recent IT trends and fads. This program is for any attorney who has a computer. AGENDA:
- Upgrading Office System
- Windows
- Backups
- Cloud Services
- Antivirus/Firewalls
- Security Tips
- Case Management Systems
- Trends and Fads
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Information Law Firms Collect and Store – What to do in the Event of a Cyber Breach? When storing information, it can be done on paper or digitally on personal/shared computers, systems, files, or vendor applications. Regulatory requirements like state laws, GLBA, FERPA, GDPR must be considered. Plan and risk assessments, encryption, and access controls are used to support compliant environments. Protocols for breaches, legal holds, and employee changes must be put in place. Third-party vendors and outsourced staff must be considered. In case of a breach, notifying insurance carriers, healthcare providers, finance entities, schools, and individuals affected is crucial. AGENDA:
- Introduction to information storage
- Paper vs. digital storage
- Personal and shared computer storage
- System, files, and vendor application storage
- Regulatory requirements, including state laws, GLBA, FERPA, GDPR, and BAAs
- Risk assessments, plan development, and encryption
- Tailoring privacy practices to company size and IT capabilities
- Outsourced staff and third-party vendor considerations
- Processes for sharing information via email or e-sign
- Protocols for managing breaches, legal holds, and employee role changes
- Access controls, including physical, administrative, and technical measures
- Response to breaches, including notifying insurance carriers, healthcare providers, schools, and individuals affected