Course1

2024 Retaliation Claims Update

$85.00
  • Author/Instructor:  Ryan Derry

2024 Retaliation Claims Update Retaliation claims are among the most common form of employment litigation, either as standalone claims or when a substantive claim of harassment or discrimination fails. The scope of an employee’s protected conduct – whistleblower activity, requests for accommodation, and other forms of activity – is not limitless but it expansive. There are also complicated questions of what constitutes an adverse action by an employer and the causal connection between the employee’s protected activity and the adverse action. This program will review of recent case law and other developments impacting each of the elements of an actionable retaliation claim and best practices to avoid liability.            Case law developments impacting elements of retaliation claims – protected conduct, adverse action, and causation          Scope of “protected conduct,” including requests for reasonable accommodation          What constitutes adverse action by the employer – and when action must be taken          Standards for establishing causal link between protected conduct and adverse action          Relationship among harassment, discrimination, ADA and retaliation claims   Speaker: Ryan Derry is a partner in the San Francisco office of Paul Hastings, LLP.  His practice includes all aspects of employment litigation and counseling, including employment discrimination, retaliation, harassment, and wage and hour claims. He represents employers in multiple jurisdictions in state and federal courts as well as in administrative proceedings against individual and class claims. He has been named as a California Super Lawyer Rising Star for multiple years.  Mr. Derry received his B.S., summa cum laude, from the University of Massachusetts Amherst and his J.D. from The George Washington University Law School, with honors, in 2006.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/14/24
    Presented
  • DETAILS
Course1

2024 Trust Litigation Update

$85.00
  • Author/Instructor:  Steven B. Malech

2024 Trust Litigation Update The world is in the midst of the greatest transfer of wealth ever recorded. Baby Boomers retired with more wealth than any earlier generation and retired with more complicated family circumstances.  This wealth and family complexity are giving rise to more trust litigation. This litigation includes the extent to which trust interests are reachable in divorce proceedings; fiduciary investment decisions, the handling of concentrated positions in closely held companies, and arguably tortious interference with trust interests. This program will review significant developments in fiduciary litigation.           Disputes over discretionary decisions, including distributions          Tortious interference with inheritance interests          Handling concentrated positions in closely held companies          Disputes involving operation of family businesses in trusts          Counseling clients when fiduciary litigation involves family animosity   Speakers: Steven B. Malech is partner in the New York City office of Wiggin and Dana, LLP, where he is chair of the firm’s probate litigation practice group.  He is represents beneficiaries, fiduciaries and creditors in disputes involving alleged violations of the Prudent Investor Act and its predecessors, alleged breaches of fiduciary duty, disputed accountings, and will contests. He represents clients in cutting edge probate litigation matters involving trusts and estates with assets in the hundreds of millions of dollars. Mr. Malech received his B.A., with special honors, from the University of Texas and his J.D. from the Connecticut School of Law.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/31/24
    Presented
  • DETAILS
Course1

A.I. Assimilation: Resistance is Futile

$100.00
  • Author/Instructor:  Sean Carter

A.I. Assimilation: Resistance is Futile  Artificial Intelligence (AI) has become a transformative force in the legal industry, offering unprecedented opportunities for legal professionals to enhance their efficiency, accuracy, and overall effectiveness. The incorporation of AI technologies into legal practice is no longer a futuristic concept; it's a present reality that is reshaping the way lawyers approach their work. In this transformative two-hour program designed exclusively for legal professionals, you will learn about AI's practical applications in the legal field, from contract and legal brief drafting to legal research and case analysis to client correspondence and so much more. Through live demonstrations, we'll showcase real-world AI tools and platforms that empower lawyers to enhance efficiency, accuracy, and client service. Whether you're a seasoned practitioner or new to AI, our program equips you with the knowledge and tools to embrace the future of legal practice confidently. In this cutting-edge webinar, you will learn the importance and practical benefits of embracing artificial intelligence; and more specifically, through live demonstrations, how to use AI to: Draft contracts Write legal briefs Research and analyze cases Predict case outcomes and assess risk Conduct due diligence Streamline the discovery process Communicate with clients and opposing counsel Market your services And more       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 120
    Min.
  • 5/23/24
    Presented
  • DETAILS
Course1

Battling Gender Bias: How Bill Cosby and Other Sexual Predators Escape Punishment

$51.00
  • Author/Instructor:  Philip Bogdanoff, Esq.

Battling Gender Bias: How Bill Cosby and Other Sexual Predators Escape Punishment Bill Cosby victimized nearly sixty women and was convicted of sexually assaulting Andrea Constand and sentenced to prison.  However, the Pennsylvania Supreme Court reversed his convictions indicating he could not be tried again.   In 2006 the FBI did an extensive investigation of Jeffrey Epstein and found that he had sexually assaulted 37 girls, some as young as 14, and prepared a 53-page indictment.  However, Epstein was never charged in federal court and pleaded guilty to state charges where he served only 13 months in jail with work release.   In this presentation we will discuss the Epstein and Cosby prosecutions and other cases where the legal system protects the predator and not the victims.  Further, we will discuss why this occurs, how to prevent these miscarriages of justice and what steps we can take as lawyers to ensure that the legal system treats victims of sexual assault with dignity and respect.   Speaker: Philip Bogdanoff is a nationally recognized continuing legal education speaker on the topics of ethics, professionalism, and other related topics. Previously, as an attorney, he served as assistant prosecutor in the Summit County, Ohio Prosecutor’s Office for more than 25 years, beginning in 1981. Mr. Bogdanoff argued cases before the Ohio Ninth District Court of Appeals and twenty cases before the Ohio Supreme Court including six death penalty cases - before retiring as a senior assistant prosecutor. He is the author of numerous articles on ethics, professionalism and other related legal topics and has taught the members of numerous organizations including the National Association of Legal Administrators, as well as numerous state and local Bar associations, Prosecuting Attorney's Associations, and law firms. More information about Mr. Bogdanoff is available on his Web site at http://www.philipbogdanoff.com/.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/22/24
    Presented
  • DETAILS
Course1

ChatGPT in the Legal Field: Benefits, Pitfalls, and Ethical Issues of Artificial Intelligence

$51.00
  • Author/Instructor:  Cynthia Sharp, Becky Howlett

ChatGPT in the Legal Field: Benefits, Pitfalls, and Ethical Issues of Artificial Intelligence Join Attorneys Cynthia Sharp and Rebecca Howlett in this cutting-edge CLE course exploring the benefits, pitfalls and potential ethical considerations as you incorporate ChatGPT into your legal practice. Through real-life examples and live demonstration, we will examine how ChatGPT can enhance legal research, drafting, client communication and even marketing. Don't miss out on this opportunity to gain valuable insights into the world of Artificial Intelligence (AI) and the law. The presenters provide tips on how to comply with the Model Rules of Professional Conduct while integrating ChatGPT into their daily practice lives. Our discussion will include details about MRPC 1.1, 1.3, 1.6 and 5.3 and their relevance in the AI context. Mindfully leveraging technology such as ChatGPT can help promote attorney wellbeing by providing lawyers with an effective means to help reduce workload and stress. For example, ChatGPT can help streamline workflow and communication processes, which can have far-reaching positive effects on reducing the anxiety of uncertainty and managing client expectations. Ultimately, harnessing Artificial Intelligence (AI) tools like ChatGPT lends itself to more balanced work-life integration, including more time for self-care, family, and friends. Learning objectives include:  Understand the capabilities of ChatGPT and how it can be used in the legal setting to enhance efficiency.  Identify the benefits and pitfalls of using ChatGPT in legal practice.  Discussion of issues related to bias, accuracy, and confidentiality when using ChatGPT.  Understand the ethical considerations that arise when using ChatGPT with references to relevant Rules of Professional Conduct.   Cynthia Sharp, Esq Veteran Attorney Cynthia Sharp works with motivated lawyers seeking to build sustainable law practices. After building and selling her boutique firm which she ran for over a quarter of a century, she embarked on a professional speaking and consulting career.  For the past 10 years, she has dedicated herself to sharing practice building strategies and processes with solo and small firm attorneys throughout North America. In recognition of her contributions to the profession, the ABA GPSolo Division named her Trainer of the Year.    Becky Howlett, Esq Becky Howlett is an attorney, consultant, and educator dedicated to facilitating positive relationships with others and ourselves.After graduating from KU Law cum laude with a Tribal Lawyers Certificate in 2014, Becky focused her career on Indian Country advocacy, developing an expertise in federal Indian law and policy and tribal law. After experiencing burnout early on in her legal career, Becky felt compelled to do an in-depth study of meditation techniques and share these practices with others. In spring 2020, she co-founded legalburnout.com with the mission of empowering others to effectively manage their stress by promoting mindfulness practices in the legal field.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 6/20/24
    Presented
  • DETAILS
Course1

Clarence Darrow: Crimes, Causes, and the Courtroom

$169.00
  • Author/Instructor:  Graham Thatcher, Anna Marie Thatcher, Brian Guthrie, Charles Abourezk, Alicia Garcia, John Stuart, Barry Vickrey

Clarence Darrow: Crimes, Causes, and the Courtroom A master of the courtroom stage, who possessed an uncanny understanding of human character, Clarence Darrow was arguably the greatest trial lawyer of the twentieth century. He was an adamant opponent of capital punishment and a passionate proponent of civil and human rights. Often called the "Attorney for the Damned," he fought for the underdog and took on criminal cases thought to be hopeless. Yet, while commanding respect as a trial lawyer, Darrow was often embroiled in bitter controversy for his unpopular stands on many issues and criticized for his purported unethical professional behavior. This spellbinding and realistic character portrait of Darrow portrays his deeply held beliefs and hard-fought courtroom battles. Replete with humor, humanity and intense courtroom drama, the movie engages attendees in four of the great defense lawyer' s most famous cases between 1910 and 1928: Loeb and Leopold, Henry Sweet, the McNamara Brothers bombing of the LA Times Building and the Scopes "Monkey Trial." Using Darrow's own thoughts and courtroom summations, the movie explores timeless social, legal and ethical issues and provides a fresh and engaging tool to facilitate discussion of ethical behavior in and out of the courtroom. CLE TIME: The webinar features the movie and a filmed panel discussion and runs 3 hours and 15 minutes (including a ten minute and a five minute break). The filmed panel discussion is moderated by Attorney Brian T. Guthrie. During this simu-live replay, attendees can also ask questions in a chat forum also moderated by Guthrie. Throughout the webinar, this presentation deals with issues relating to the ABA Model Rules of Professional Conduct, including:         Preamble: A Lawyer's Responsibilities         Rule 1.2:     Scope of Representation and Allocation of Authority Between Lawyer and Client         Rule 1.6:     Confidentiality         Rule 1.7:     Conflict of Interest:  General Rule         Rule 1.13:   Organizational Clients         Rule 2.1:     Advisor         Rule 3.5:     Impartiality and Decorum of the Tribunal         Rule 5.1:     Responsibilities of a Partner, Managing Lawyer or Supervisory Lawyer         Rule 5.2:     Responsibilities of a Subordinate Lawyer                          Rule 5.3:     Responsibilities Regarding Nonlawyer Assistants         Rule 8.3:     Reporting Professional Misconduct       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/8/24
    Presented
  • DETAILS
Course1

Closely Held Company Merger & Acquisitions, Part 1

$85.00
  • Author/Instructor:  Daniel G. Straga, Molly Merritts

Closely Held Company Merger & Acquisitions, Part 1 Mergers and buyouts of closely held companies are complex, multifaceted processes.  Agreeing on a valuation can be very difficult because there is no regular market of buyers and sellers and information on comparable sales is scarce. Closely held companies are typically structured to benefit a few shareholders, often members of a family, and require their financial statements to be normalized. There can also be substantial issues of liability, including successor liability in asset deals, requiring carefully crafted reps and warranties. Confidentiality is often essential in these transactions as sellers try not to unsettle existing commercial relationships and employees. This program will provide you with a practical guide to major planning and drafting considerations in the mergers and buyouts of closely held companies.   Day 1 –May 7, 2024:          Confidentiality considerations in the sale and negotiation process          Due diligence – financial, operational and workforce red flags          Stock v. asset transactions and forms of consideration – cash v. equity          Valuation of closely held companies in an illiquid market          Use or of “earnouts” to bridge the gap in valuation   Day 2 –May 8, 2024:          Reps, warranties, indemnity and basket issues common to closely held companies          Successor liability concerns where assets are transferred          Asset transfer issues – intangible assets, including intellectual property          Transition issues – management, employees, business relationship, contract issues          Escrow and post-closing issues   Speakers: Daniel G. Straga is a partner in the Washington, D.C. office of Venable, LLP, where he counsels companies on a wide variety of corporate and business matters across a range of industries. He advises clients on mergers and acquisitions, capital raising, venture capital, and governance matters.  He also have extensive experience in private equity and cross-border transactions.  Mr. Straga earned his and his B.A. from the University of Delaware and his J.D. from the George Washington University Law School. Molly Merritts is an attorney in the Washington, D.C. office of Venable, LLP, where she focuses her practice on a wide range of corporate law matters, including mergers and acquisitions, debt and equity financing, and real estate investment trusts. She also advises clients on corporate governance matters, transactional and commercial contract negotiations, and corporate reorganizations.  Ms. Merritt earned her B.S. from the University of Maryland, and her J.D. from the University of Virginia School of Law.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/7/24
    Presented
  • DETAILS
Course1

Closely Held Company Merger & Acquisitions, Part 2

$85.00
  • Author/Instructor:  Daniel G. Straga, Molly Merritts

Closely Held Company Merger & Acquisitions, Part 2 Mergers and buyouts of closely held companies are complex, multifaceted processes.  Agreeing on a valuation can be very difficult because there is no regular market of buyers and sellers and information on comparable sales is scarce. Closely held companies are typically structured to benefit a few shareholders, often members of a family, and require their financial statements to be normalized. There can also be substantial issues of liability, including successor liability in asset deals, requiring carefully crafted reps and warranties. Confidentiality is often essential in these transactions as sellers try not to unsettle existing commercial relationships and employees. This program will provide you with a practical guide to major planning and drafting considerations in the mergers and buyouts of closely held companies.   Day 1 –May 7, 2024:          Confidentiality considerations in the sale and negotiation process          Due diligence – financial, operational and workforce red flags          Stock v. asset transactions and forms of consideration – cash v. equity          Valuation of closely held companies in an illiquid market          Use or of “earnouts” to bridge the gap in valuation   Day 2 –May 8, 2024:          Reps, warranties, indemnity and basket issues common to closely held companies          Successor liability concerns where assets are transferred          Asset transfer issues – intangible assets, including intellectual property          Transition issues – management, employees, business relationship, contract issues          Escrow and post-closing issues   Speaker: Daniel G. Straga is a partner in the Washington, D.C. office of Venable, LLP, where he counsels companies on a wide variety of corporate and business matters across a range of industries. He advises clients on mergers and acquisitions, capital raising, venture capital, and governance matters.  He also have extensive experience in private equity and cross-border transactions.  Mr. Straga earned his and his B.A. from the University of Delaware and his J.D. from the George Washington University Law School. Molly Merritts is an attorney in the Washington, D.C. office of Venable, LLP, where she focuses her practice on a wide range of corporate law matters, including mergers and acquisitions, debt and equity financing, and real estate investment trusts. She also advises clients on corporate governance matters, transactional and commercial contract negotiations, and corporate reorganizations.  Ms. Merritt earned her B.S. from the University of Maryland, and her J.D. from the University of Virginia School of Law.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/8/24
    Presented
  • DETAILS
Course1

Commanding Data: Using A.I. to Review Documents at Warp Speed

$50.00
  • Author/Instructor:  Sean Carter

Commanding Data: Using A.I. to Review Documents at Warp Speed Artificial intelligence can help lawyers navigate with precision and speed the vast expanse of legal documents entailed in conducting discovery and due diligence. Join us as we explore practical applications, ethical considerations, and the latest advancements in AI that will allow lawyers to boldly take their practices to where they've never been before. Through live demonstrations, you will see for yourself the capabilities of artificial intelligence with regards to analyzing, synthesizing and summarizing large amounts of data. Specifically, you will learn how to harness the power of AI to: Review legal documents Summarize large text transcripts Hone in on specific information Find discrepancies Report findings And more       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 4/30/24
    Presented
  • DETAILS
Course1

Cross By Camera: How to Become a Master of REMOTE Cross-Examination

$199.00
  • Author/Instructor:  Roger Dodd, Esq

Cross By Camera: How to Become a Master of REMOTE Cross-Examination With his customary humor, Roger Dodd The King of Cross, teaches his most effective cross-examination techniques and adapts them to remote depositions: Loops, Double Loops, Spontaneous Loops, and 21 Additional Ways to Control Difficult Witnesses. This award-winning content is professionally edited into a tight 2 - hour presentation. Listening: the most important skill              Looping a basic building block.                 Spontaneous Loops. Cutting edge to control.                 Elimination technique for Depositions, Zoom Depositions, and at Trial                 Quotes from Churchill and Other Luminaries.   Roger Dodd, Esq Roger J. Dodd has active offices in Park City, Utah (Dodd & Kuendig), Valdosta, Georgia (Dodd and Burnham), and Jacksonville, Florida (Spohrer and Dodd) where he practices trial work of all types. This includes personal injury, wrongful death, criminal defense, and domestic relations. He has been listed in Best Lawyers for more than 20 years. He is one of a handful of lawyers nationally who are listed in Super Lawyers in more than one state simultaneously (Georgia, Florida and Mountain States (5). He was Board Certified by the National Board of Trial Advocacy in Civil Trial Practice for more than 20 years and was a Board Certified in Criminal Trial Practice for more than 20 years. He acts as co-counsel all over the United States and in select foreign countries. He also coaches individual lawyers in individual cases. He has lectured and taught lawyers and judges in all 50 states, and multiple foreign countries. TV and legal credits include CourtTV, TruTV, CNN, ABC, CBS, and cable TV.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 120
    Min.
  • 6/14/24
    Presented
  • DETAILS
Course1

Defending Estate and Gift Tax Audits

$85.00
  • Author/Instructor:  Brian R. Harris

Defending Estate and Gift Tax Audits The IRS reviews every estate and gift tax return and audits them at a far higher rates than income tax returns. When a client return is chosen for examination and audit, an estate is subject to a very time-consuming and costly process.  Understanding the steps in the process, the personnel involved, and the limits of what you can reasonably expect as part of a settlement are all essential to successfully concluding an audit. It’s also very important to understand how returns are selected for exam. This program will provide you with a practical guide preparing for and defending and audit and tips for reducing the risk of triggering an audit.          Timeline, process, personnel and deadlines – understanding how an audit unfolds          Common audit triggers and how returns are selected for examination          Review of common issues on audit – FLP/FLLCs, defined value clauses, insurance policies and lifetime gifts          Drafting responses and working with IRS personnel          Determining the range of reasonable settlement proposals          Important attorney-client privilege, statute of limitation, and evidentiary considerations   Speakers: Brian R. Harris is a partner in the Tampa, Florida office of Fogarty Mueller Harris, PLLC, where he represents clients in federal, state, and local tax controversy and litigation throughout the United States. He also represents clients before the IRS, state departments of revenue, and municipalities.  Earlier in his career, he was a trial attorney with the U.S. Department of Justice, Tax Division, and lead attorney for the United States and IRS in federal courts across the country. Mr. Harris received his B.S. and M.S. from the University of Florida and his J.D. from the University of Florida College of Law.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/2/24
    Presented
  • DETAILS
Course1

Digital Signatures

$51.00
  • Author/Instructor:  Jeffrey Schoenberger, Esq.

Digital Signatures Law and medicine were always the pair: well-respected professions, pathways to middle class (or better!) comfort, and laggards with technology. Whether you went to a doctor’s office or a lawyer’s office, paper ruled the day. But that’s changing. One of the last bastions of “paper is king” is the executed document – “wet” signatures serving as proof that a certain person signed a document. This is true…to a point. Depending on your state, some “wet” originals govern. But, for many transactions, digital signatures have the same full legal effect as “wet” signatures and they’re more secure to boot. A digital signature platform produces proof not only of who signed a document, but also when and where, as well as a “chain of custody” for the document. This seminar explores all things “digital signature” and starts you down the right path for a digital John Hancock.   Speaker: Jeffrey R. Schoenberger is an attorney and senior consultant for Affinity Consulting. Prior to joining Affinity, Jeffrey practiced law as an Equal Justice Works / AmeriCorps Legal Fellow for the Legal Aid Society of Southwest Ohio. His practice focused on representing homeowners in foreclosure cases, tenants in eviction actions, and individuals in divorce actions. While with Legal Aid, Jeffrey worked with over 130 distressed homeowners in their counseling and litigation activities and represented over 90 tenants in eviction and living conditions advocacy. Finally, he led seminars training non-profit housing counselors on the rapidly evolving government and private sector foreclosure prevention programs. Jeffrey received a B.A. in History from Yale University and J.D. from the University of Virginia. He became a member of the Ohio Bar in 2008. He is a member of the Ohio State Bar Association, Columbus Bar Association, and Cincinnati Bar Association.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/23/24
    Presented
  • DETAILS
Course1

Discipline or No Discipline: A CLE Game Show

$50.00
  • Author/Instructor:  Sean Carter

Discipline or No Discipline: A CLE Game In this interactive game modeled after the popular television game show, you will be presented with 30 briefcases. Each briefcase contains the details of an actual disciplinary case that was filed against a U.S. lawyer. When you select a case, you will hear the facts of the case and then, as counsel for the respondent, you will be offered a "deal" (e.g., a reprimand, 1-year suspension, etc.). You will then be asked to accept the proposed discipline or to reject it, in hopes that the actual sanction imposed was less severe than the proposed sanction. If you choose correctly (accepting a good deal or rejecting a bad deal), you will be awarded the points contained in that briefcase. In this interactive game modeled after the popular television game show, lawyers from across the country will compete by attempting to correctly advise real-life lawyers who have run afoul of the ethical canon as it relates to: Civility Client communication Competence Conflicts of interest Fees Legal marketing Trust accounting And much more       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/29/24
    Presented
  • DETAILS
Course1

Don't Be an Outlaw: The Ethical Imperative to Follow the Law

$50.00
  • Author/Instructor:  Sean Carter

Don't Be an Outlaw: The Ethical Imperative to Follow the Law  Lawyers must not only have a fundamental understanding of the law, but also, a fundamental commitment to abiding by it. And while the necessity to avoid committing major felonies is obvious to everyone, some lawyers forget about the necessity to follow the "little laws" as well. In this eye-opening webinar, legal humorist Sean Carter will recount the tales of past Ethy Award nominees (those who were recognized the best of the worst ethics violations). These lawyers learned, albeit too late, that if you do even a minor crime, you will do the disciplinary time. For an officer of the court and one who has sworn an oath of fidelity to the law, there is very little tolerance for any unlawful behavior, even that which would be considered minor or insignificant to most citizens. In this webinar, humorist Sean Carter will demonstrate how even the smallest legal infractions can carry large ethical sanctions. And he will provide tips to help lawyers from inadvertently crossing the legal trip wires as they pertain to: The unauthorized practice of law Moral character and fitness Low crimes and misdemeanors Criminal infractions Crimes of passion       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/29/24
    Presented
  • DETAILS
Course1

Drafting Business Service Agreements

$85.00
  • Author/Instructor:  Joel R. Buckberg

Drafting Business Service Agreements Companies are increasingly focused on their “core competencies,” outsourcing all other functions – sales, bookkeeping, IT, customer and product support, warranty work – to third party professionals and their companies.  Drafting agreements to capture this work is unlike drafting a conventional employment agreement.  It requires a sophisticated understanding of the service, benchmarks for performance and reporting, and the protection of confidential business information. The underlying agreement must comprehend how all of these elements operate together.  This program will provide you with a practical guide to drafting services agreements in business.         Drafting services agreements for “hard” and “soft” services        Scope of services provided, modification of services, and relationship to fees        Performance standards and timeliness of delivery of services        Types of fee structures and common traps             Ensuring ownership of key files, records, “know how,” customer lists, and trade secrets               Issues related to sub-contracting, designation of agents, and assignment of the contract   Speaker:   Joel R. Buckberg is a partner in the Nashville office of Baker Donelson, LLP.  He more than 40 years’ experience in corporate and business transactions.  His practice focuses on corporate and asset transactions and operations, particularly in hospitality, franchising and distribution.  He also counsels clients on strategic planning, financing, mergers and acquisitions, system policy and practice development, regulatory compliance and contract system drafting. Prior to joining Baker Donelson, he was executive vice president and deputy general counsel of Cendant Corporation.  Mr. Buckberg received his B.S. form Union College, his M.B.A. from Vanderbilt University, and his J.D. from Vanderbilt University School of Law.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/23/24
    Presented
  • DETAILS
Course1

Drafting Small Commercial Real Estate Leases

$85.00
  • Author/Instructor:  David C. Camp

Drafting Small Commercial Real Estate Leases In small space leases, tenants are much more sensitive to the cost or reviewing and negotiating lengthy leases.  Also, use restrictions in lengthier leases can unduly restrict a tenant’s ability to use the space to operate their business.  Landlord rights and remedies in “short “form” leases tend to leave tenants with little flexibility and few remedies for landlord breaches.  At the same time, landlords fear the instability and costs associated with small tenants. This program will provide you a real-world guide to reviewing a small commercial lease, including economics, use restrictions, subleasing, and remedies.          Red flags in “short form” leases for small tenants          Ensuring “use” restrictions allow tenant to operate its business          Common area maintenance, taxes, insurance, fees and penalties          Scope of landlord services to tenant – and landlord remedies          Exit issues – “go dark” provisions, subletting, tail liability   Speaker: David C. Camp is a partner in the Denver office of Senn Visciano Canges, PC, where he represents clients in all aspects of real estate transactions.  He has extensive experience in leasing, development, construction, financing and ownership issues.  He also has substantial experience in commercial finance matters, most frequently corporate and real estate financing, including mezzanine loans, construction loans, and traditional loan matters.  Mr. Camp received his B.A. cum laude from Middlebury College and his J.D. from the University of Pennsylvania Law School.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/21/24
    Presented
  • DETAILS
Course1

Drafting Waivers of Conflicts of Interest

$85.00
  • Author/Instructor:  William Freivogel

Drafting Waivers of Conflicts of Interest A bedrock principle of lawyer ethics is that lawyers owe their clients loyalty, free of conflicts of interest unless those conflicts are waived by a client in writing. Clients are entitled to zealous representation without the lawyer being conflicted by other representations or interests. When a conflict arises, the lawyer is required to decline the representation unless the conflict is waived by the client.  But waivers are not always easily accomplished.  They must be carefully drafted, particularly when it purports to be of an anticipated conflict, not an existing conflict. This program will provide you with a practical guide to the rules governing conflict waivers, types of waivers, and drafting tips.          Key provisions of waivers and ensuring there is “informed” consent          Advance waivers – drafting waivers for anticipated conflicts          Types of advance waivers – stating subject area, adverse parties, neither or both          Sources of rules and practical guidance on drafting waivers          Common mistakes made in drafting waivers          Consequences of ineffective waivers   Speaker: William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com. Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/3/24
    Presented
  • DETAILS
Course1

Elimination of Bias–Combating Age Bias in the Legal Field

$51.00
  • Author/Instructor:  Becky Howlett, Esq, Cynthia Sharp, Esq

Elimination of Bias–Combating Age Bias in the Legal Field Join veteran attorney Cindy Sharp and certified contemplative practices teacher and attorney Becky Howlett as they unpack age bias in the legal field—what it is, why it matters, and ways to enhance collaboration across all age levels. Addressing ageism in the legal profession can strengthen cross-generational collaboration, meaning better service for clients and more fulfilling workplaces for us all.  Lawyers of all experience levels and ages will benefit from this program. Overall, this course will support your ability to recognize implicit bias and implement strategies to curtail its harmful effects. Cindy and Becky, whose age difference spans 35 years, will share their own perspectives, as well as viewpoints and experiences of others in the legal community.  You will also learn:     Concepts to help identify and address age bias when dealing with colleagues, clients, and others.      How enhanced cultural competency will help any attorney both serve justice and advocate more effectively.     How to use mindfulness tools to develop deeper awareness of age bias and learn to counter insensitive attitudes.     Specific steps that you can take IMMEDIATELY to reduce the ill effects of age bias in the legal setting.   Cynthia Sharp, Esq Veteran Attorney Cynthia Sharp works with motivated lawyers seeking to build sustainable law practices. After building and selling her boutique firm which she ran for over a quarter of a century, she embarked on a professional speaking and consulting career.  For the past 10 years, she has dedicated herself to sharing practice building strategies and processes with solo and small firm attorneys throughout North America. In recognition of her contributions to the profession, the ABA GPSolo Division named her Trainer of the Year.  As Director of Attorney Development, Cindy has established an international presence as an author and speaker on the topics of law firm branding and marketing strategies. She also shares practice management techniques with an emphasis on ethical implications - lecturing extensively to law firms, bar associations and other legal organizations.   Becky Howlett, Esq Becky Howlett is an attorney, consultant, and educator dedicated to facilitating positive relationships with others and ourselves.  After graduating from KU Law cum laude with a Tribal Lawyers Certificate in 2014, Becky focused her career on Indian Country advocacy, developing an expertise in federal Indian law and policy and tribal law. After experiencing burnout early on in her legal career, Becky felt compelled to do an in-depth study of meditation techniques and share these practices with others. In spring 2020, she co-founded legalburnout.com with the mission of empowering others to effectively manage their stress by promoting mindfulness practices in the legal field.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 6/18/24
    Presented
  • DETAILS
Course1

Ethical Issues Relating to Smartphone Use

$51.00
  • Author/Instructor:  Daniel J. Siegel, Esq

Ethical Issues Relating to Smartphone Use Smartphones are in reality powerful computers that store massive amounts of data, potentially including information that lawyers are required to keep confidential under the Rules of Professional Conduct, such as client names, dates of birth, Social Security numbers, and other information. This program will discuss the data stored by smartphones, and the dangers created by apps that can access information that is supposed to remain confidential. The program will focus on how lawyers can protect confidential information and information about clients under Rules of Professional Conduct 1.3, 1.4, and 1.6, and will also address recent ethical guidance from major state bar associations. Attendees will also learn how, with a few easy steps, they can secure their devices, determine which apps access which types of data, and how to deny access to apps that could improperly access and use the information stored on their phones.   Daniel J. Siegel, Esq Daniel J. Siegel is a seasoned attorney and entrepreneur with 30+ years of experience. Dan is the owner of the Law Offices of Daniel J. Siegel, LLC, a workers’ compensation and personal injury firm, which has assured or increased the benefits of more injured workers than any other law firm in Pennsylvania. Dan has been widely recognized for this work, including being named a Pennsylvania Super Lawyer for Workers’ Compensation for 10+ years, a Philadelphia Inquirer Influencer of Law for Personal Injury and a Philadelphia Business Journal Best of the Bar Honoree for Plaintiff Personal Injury. In addition, Dan represents individuals and families in Social Security Disability/SSI and medical malpractice claims and counsels clients on estate planning and real estate transactions. As Chair of the Pennsylvania Bar Association Committee on Legal Ethics & Professional Responsibility, Dan also provides ethics and disciplinary guidance as well as trial and appellate court writing to fellow attorneys. Dan is also the owner of Integrated Technology Services, LLC, a technology consulting firm for attorneys and small businesses that combines his passion for technology and the law. Given this expertise, Dan is a frequent author and nationally recognized speaker on legal ethics, social media, law firm technology, law practice management and mobile computing for lawyers. Dan wrote or co-wrote several books for the ABA Law Practice Division including “How to Do More in Less Time,” “The Ultimate Guide to Adobe Acrobat DC,” “The Ultimate Guide to LexisNexis CaseMap” and “Checklists for Lawyers,” among others.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 6/27/24
    Presented
  • DETAILS
Course1

Ethical Issues Representing a Band - Using the Beatles and Rolling Stones as Examples

$51.00
  • Author/Instructor:  Jim Jesse, Esq

Ethical Issues Representing a Band - Using the Beatles and Rolling Stones as Examples In this program, attorney/songwriter Jim Jesse discusses the unique issues faced when representing an organization as a client, particularly one as unique as a musical group. in this case, Jesse uses The Beatles and Rolling Stones as examples. Picture yourself as General Counsel for the two biggest bands in the world. And there's plenty of overlap between the two bands. Jesse uses specific fact patterns from the later portions of The Beatles' career and overlapping portions of The Rolling Stones' career to illustrate these principles, including copyright infringement, as well as:          Ethical Issues in George Harrison My Sweet Lord Case (The Featured Case) / Breach of Fiduciary Duty / Conflict of Interest – MRPC 1.7, 2.1          Ethical Issues Regarding Band/Organization Dissolution – MRPC 1.13, 1.14          Ethical Issues and Conflict of Interest in Representing Competing Interests in a Group – MRPC 1.7, 2.1     Jim Jesse, Esq Jim Jesse has been an attorney for 24 years, and has been a full-time CLE presenter since 2013. He is the former General Counsel for Cool Music Network (THECOOLTV), which is a 24-hour music video television network. Previously in private practice, he founded Rock N Roll Law to spread his passion for music law through his seminars. He is also a singer/songwriter who has released two albums, is a member of BMI, and has run his own record label distributing his music. He has written songs for more than 30 years, and studied music history for nearly as long. He is also the author of "The Music Copyright Law Manual" and the forthcoming "The Musician’s Guide to Music Copyright Law." Mr. Jesse consults and practices in areas regarding intellectual property, licensing and music law. He has drafted and reviewed hundreds of contracts from small barter deals to multi-million dollar ones.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 6/14/24
    Presented
  • DETAILS
Course1

Evidentiary Issues with Text and "Chat" Messages

$85.00
  • Author/Instructor:  Stanley E. Woodward Jr.

Evidentiary Issues with Text and "Chat" Messages Text messaging is mainstream. Clients generate virtual reams of data when they message with business partners, vendors, employees, and even public. This is a rich vein of electronically stored information that is potentially discoverable in formal litigation or pre-litigation.  Because texting is so convenient, casual and almost reflexive, the caution clients exercise in other forms of communication are often disregarded when texting, including when they text with their lawyers. This program will provide you with a practical guide to obtaining text messages, the risks of discovery in litigation, and related issues.          Obtaining text messages – working with mobile carriers          Timing – how long are texts kept and in what form?          Discovery issues – obtaining texts from parties or other sources          Issues related to encrypted messaging services          How strategies differ for plaintiffs and defendants   Speaker: Stanley E. Woodward Jr. is a partner in the law firm Brand Woodward Law, where he has a broad civil litigation and white-collar criminal defense practice.  He also conducts internal corporate investigations.  He serves as an adjunct professor of law at Catholic University of America Columbus School of Law, where he teaches pre-trial litigation and employment law. Before entering private practice, he served as a judicial clerk to Judge Vanessa Ruiz of the District of Columbia Court of Appeals, and Judges Joan Zeldon and Judge Rufus King III of the Superior Court of the District of Columbia.  Mr. Woodward earned his B.A., cum laude, and his M.S., magna cum laude, from American University, and his J.D., cum laude, from The Catholic University of America Columbus School of Law.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/9/24
    Presented
  • DETAILS
Course1

Find and Use Historical Web Information with the Internet Archive Wayback Machine

$51.00
  • Author/Instructor:  Nicholas Taylor

Find and Use Historical Web Information with the Internet Archive Wayback Machine Imagine that you could find and have admitted as evidence virtually any public historical web content, and without having to rely on discovery from the opposing party. Imagine that you could thereby establish when specific information was first published, updated, or available online - e.g., patent disclosures, marks and copyrighted materials, terms of service, advertised claims regarding products or services, business relationships, and more. Imagine that the maintainer of such a repository made it freely available to all and were committed to both the breadth and integrity of its contents. That is the potential of the Internet Archive Wayback Machine (IAWM), a free web-based tool that provides access to hundreds of billions of archived web pages dating from 1997 to present. In this webinar, Presenter Nicholas Taylor will: Provide background on what IAWM is, how it works, and the scope of content to which it provides access; Walk through IAWM features that are useful for the discovery of specific information or web content; Review strategies and trends for authentication and admissibility of IAWM evidence in U.S. federal courts; and Explain critical differences in the behavior of archived websites accessible through IAWM and “live” websites. Folks who join this webinar should come away with a better understanding of the potential of IAWM for litigation use cases, be able to use IAWM more effectively to find relevant information, be better able to interpret evidence from IAWM, and have greater success in either having evidence from IAWM admitted, or contesting its admission, in legal proceedings.   Speaker: Nicholas Taylor provides expert witness services related to evidence produced from the Internet Archive Wayback Machine, other web archive repositories, and public websites. He is commonly engaged to help determine when particular information or web content may have been published, updated, available, or discoverable on the web, as well as to authenticate and interpret archived web content for evidentiary purposes. His regular full-time employment is as the Deputy Group Leader for Technology Strategy and Services at the Los Alamos National Laboratory Research Library. In this role, he oversees IT research and development efforts focused on digital repository services, applied information science, and system operations. Prior to Los Alamos National Laboratory, he managed and supported digital library, digital preservation, library technology, and web archiving programs at Stanford Libraries, the Library of Congress, and the U.S. Supreme Court Library. He possesses an M.A. in Communication, Culture, and Technology from Georgetown University and an M.L.S. from the University of Maryland, College Park.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/3/24
    Presented
  • DETAILS
Course1

From Competence to Excellence: The Ethical Imperative for Excellent Client Service

$50.00
  • Author/Instructor:  Sean Carter

From Competence to Excellence: The Ethical Imperative for Excellent Client Service The very first rule of the ethics canon calls for lawyers to provide competent representation to clients. Yet, mere competence isn't enough to satisfy our ethical obligations to our clients. We must instead strive for excellence. In this unique webinar, noted legal humorist Sean Carter will highlight the need for excellence in client service and demonstrate the consequences of mediocrity by recounting the sagas of past Ethy Award nominees -- lawyers who earned CLE infamy for the failure to provide excellent client service. In this webinar, legal humorist Sean Carter will review the competence requirement with an eye towards demonstrating that the ethical canon actually requires far more than mere competence on the part of practitioners. In doing so, he will discuss: The four competencies (skill, preparation, knowledge, thoroughness) The importance of relevant past experience The Preparation Paradox The different kinds of knowledge required by the rules The three keys to diligent representation (avoiding conflicts of interest, over-commitment and procrastination)       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/14/24
    Presented
  • DETAILS
Course1

How Secondary Trauma Affects Attorney Mental Health

$51.00
  • Author/Instructor:  Becky Howlett and Cindy Sharp

How Secondary Trauma Affects Attorney Mental Health Attorneys often represent people who have been traumatized as victims of abuse, crime, or other adversity. As the matter unfolds, lawyers, staff and judges alike may be exposed to emotional stories, highly charged situations, as well as gruesome and disturbing evidence, which can lead to secondary or vicarious trauma.  Symptoms include burnout, PTSD, irritability, difficulties with sleep and concentration as well as diminished pleasure and interest in activities. Join Cindy Sharp and Becky Howlett for this timely educational webinar as they explore secondary trauma. Case studies of legal professionals who have experienced the adverse effects of vicarious trauma are included.  Certified Meditation Instructor and Attorney Becky Howlett will teach and lead mindfulness practices throughout this session. Attendees will learn: How to identify situations that may lead to secondary trauma  Symptoms of vicarious traumatization Ethical Implications of secondary trauma: Analysis of MRPC 1.1 - Competence MRPC 1.3 - Diligence MRPC 1.4 - Communication MRPC 8.4 - Misconduct Specific steps you can take IMMEDIATELY to manage and avoid the ill effects of compassion fatigue Tips on how to approach a colleague who is exhibiting “the signs” Strategies to implement a trauma-informed approach How to use mindfulness tools to develop deeper awareness about secondary trauma   Cindy Sharp, Esq. Veteran Attorney Cynthia Sharp works with motivated lawyers seeking to build sustainable law practices. After building and selling her boutique firm which she ran for over a quarter of a century, she embarked on a professional speaking and consulting career.  For the past 10 years, she has dedicated herself to sharing practice building strategies and processes with solo and small firm attorneys throughout North America. In recognition of her contributions to the profession, the ABA GPSolo Division named her Trainer of the Year.   As Director of Attorney Development, Cindy has established an international presence as an author and speaker on the topics of law firm branding and marketing strategies. She also shares practice management techniques with an emphasis on ethical implications - lecturing extensively to law firms, bar associations and other legal organizations. She can be reached via email at cindy@thesharperlawyer.com.   Becky Howlett, Esq. Becky Howlett is an attorney, consultant, and educator dedicated to facilitating positive relationships with others and ourselves.  After graduating from KU Law cum laude with a Tribal Lawyers Certificate in 2014, Becky focused her career on Indian Country advocacy, developing an expertise in federal Indian law and policy and tribal law. After experiencing burnout early on in her legal career, Becky felt compelled to do an in-depth study of meditation techniques and share these practices with others. In spring 2020, she co-founded legalburnout.com with the mission of empowering others to effectively manage their stress by promoting mindfulness practices in the legal field.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 6/29/24
    Presented
  • DETAILS
Course1

How to Hold Business Interests in a Trust

$85.00
  • Author/Instructor:  Michael Sneeringer, Missia H. Vaselaney

How to Hold Business Interests in a Trust There are tax and other benefits to holding a closely-held company or other business interests in a trust.  But there are also substantial risks.  Trusts are typically required to diversify their holdings. But when a company is held in a trust there is almost a highly concentrated, and thus risky, position. Similarly, holding real estate or nontraditional assets also involves issues of liquidity and proper fiduciary and income tax administration. This program will provide you with a real world guide placing business interests in a trust.          Dilemmas of operating companies in trusts – concentrated assets, speed, decision-making          Concentrated assets and the fiduciary duty to diversify          Counseling clients about the right trust for different asset classes          Preserving S Corp status or other tax benefits in trust          Business succession planning for family businesses          Managing minority stakes in operating companies or assets          Financial and tax administration traps   Speakers: Michael Sneeringer a partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.   Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.She also represents clients before federal and state taxing authorities.Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/15/24
    Presented
  • DETAILS
Course1

IOLTA 101: Ethically Handling Your Trust Account to Avoid Disciplinary Concerns

$51.00
  • Author/Instructor:  Daniel J. Siegel, Esq.

IOLTA 101: Ethically Handling Your Trust Account to Avoid Disciplinary Concerns IOLTA account mismanagement is one of the most common reasons attorneys find themselves in disciplinary hot water. In most cases, the attorney has never been trained how to handle a trust account, or what the best practices are for handling one. In this program, attendees will learn about the relevant Rules of Professional Conduct, and how they can use best practices to account for all client and other funds in their IOLTA account.   Speaker: Daniel J. Siegel is a seasoned attorney and entrepreneur with 30+ years of experience. Dan is the owner of the Law Offices of Daniel J. Siegel, LLC, a workers’ compensation and personal injury firm, which has assured or increased the benefits of more injured workers than any other law firm in Pennsylvania. Dan has been widely recognized for this work, including being named a Pennsylvania Super Lawyer for Workers’ Compensation for 10+ years, a Philadelphia Inquirer Influencer of Law for Personal Injury and a Philadelphia Business Journal Best of the Bar Honoree for Plaintiff Personal Injury.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/1/24
    Presented
  • DETAILS
Course1

Learn Mindfulness to Curtail Implicit Bias and Make Ethical Decisions

$51.00
  • Author/Instructor:  Cynthia Sharp, Esq., Becky Howlett, Esq.

Learn Mindfulness to Curtail Implicit Bias and Make Ethical Decisions Join Cindy Sharp and Becky Howlett for this timely educational webinar as they unpack implicit bias—what it is, why it matters, and reveal strategies to become aware of our own unconscious biases and ultimately enhance mindful decision-making. Overall, this program will support your ability to recognize these biases and implement strategies to curtail their harmful effects in your legal practice. Implicit bias is universal— everyone has it! Yet, these biases are uniquely our own as they are shaped by our individual life experiences. Although we all have them, we are generally unaware of their presence and effects, meaning implicit biases can negatively impact our decisions without our knowing. Research has shown that mindfulness meditation may effectively reduce implicit bias at the individual level. Certified Meditation Instructor and Attorney Becky Howlett will teach and lead mindfulness practices throughout this session designed to promote awareness of your own biases. Co-Presenter and Veteran Attorney Cynthia Sharp will join with Becky in sharing their own perspectives as well as viewpoints and experiences of others in the legal community. The speakers will delve into why words DO matter and discuss commonly held harmful assumptions related to diverse groups of people. You will also learn:  How to use mindfulness tools to develop deeper awareness about implicit bias and learn to counter insensitive attitudes  Specific steps that you can take IMMEDIATELY to reduce the ill effects of implicit bias in the legal setting  Concepts that will help identify and address unconscious bias when dealing with colleagues, clients, and others  How enhanced cultural competency will help any attorney both serve justice and advocate more   Speakers: Veteran Attorney Cynthia Sharp works with motivated lawyers seeking to build sustainable law practices. After building and selling her boutique firm which she ran for over a quarter of a century, she embarked on a professional speaking and consulting career.  For the past 10 years, she has dedicated herself to sharing practice building strategies and processes with solo and small firm attorneys throughout North America. In recognition of her contributions to the profession, the ABA GPSolo Division named her Trainer of the Year.  As Director of Attorney Development, Cindy has established an international presence as an author and speaker on the topics of law firm branding and marketing strategies. She also shares practice management techniques with an emphasis on ethical implications - lecturing extensively to law firms, bar associations and other legal organizations.   Becky Howlett is an attorney, consultant, and educator dedicated to facilitating positive relationships with others and ourselves.  After graduating from KU Law cum laude with a Tribal Lawyers Certificate in 2014, Becky focused her career on Indian Country advocacy, developing an expertise in federal Indian law and policy and tribal law. After experiencing burnout early on in her legal career, Becky felt compelled to do an in-depth study of meditation techniques and share these practices with others. In spring 2020, she co-founded legalburnout.com with the mission of empowering others to effectively manage their stress by promoting mindfulness practices in the legal field.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/31/24
    Presented
  • DETAILS
Course1

Learning Legal Ethics From the Lincoln Lawyer

$51.00
  • Author/Instructor:  Philip Bogdanoff, Esq.

Learning Legal Ethics From the Lincoln Lawyer The first season of the Lincoln Lawyer series was the most popular English-language Netflix show having made the Top 10 in 90 countries.  Although everyone enjoyed watching the exploits of the Lincoln Lawyer, Mickey Haller, was he ethical?  The goal of this program is for attorneys to review the Rules of Professional Conduct while discussing this fascinating seriesTo do so, we will use film clips to examine Haller’s conduct , and determine whether he violated the following Rules of Professional Conduct:               Rule 1.1 Competence of Counsel,               Rule 1.2, Allocation of Authority Between a Client and Lawyer,               Rule 1.6, Confidentiality of Information, and               Rule 3.3, Candor Toward the Tribunal.    Attendees have described Mr. Bogdanoff’s presentations as “entertaining, engaging, informative, and helpful.”   Speaker:  Philip Bogdanoff is a nationally recognized continuing legal education speaker on the topics of ethics, professionalism, and other related topics. Previously, as an attorney, he served as assistant prosecutor in the Summit County, Ohio Prosecutor’s Office for more than 25 years, beginning in 1981. Mr. Bogdanoff argued cases before the Ohio Ninth District Court of Appeals and twenty cases before the Ohio Supreme Court including six death penalty cases - before retiring as a senior assistant prosecutor. He is the author of numerous articles on ethics, professionalism and other related legal topics and has taught the members of numerous organizations including the National Association of Legal Administrators, as well as numerous state and local Bar associations, Prosecuting Attorney's Associations, and law firms. More information about Mr. Bogdanoff is available on his Web site at http://www.philipbogdanoff.com/.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/29/24
    Presented
  • DETAILS
Course1

Legal Malpractice Insurance & Claim Avoidance 101

$51.00
  • Author/Instructor:  JoAnn L. Hathaway

Legal Malpractice Insurance & Claim Avoidance 101 Selecting legal malpractice insurance can be a daunting undertaking.  Due to lack of understanding, lawyers often find themselves without adequate coverage when a claim occurs.  This “too little too late” scenario could have been avoided if they had purchased coverage knowing some basic insurance concepts. In addition, many policies provide coverage outside the realm of legal malpractice coverage, such as coverage for disciplinary actions and employment practices liability.  Often unaware or having forgotten such coverage was part of their policy, many lawyer-insureds never avail themselves of these and other protections they have under their policy of insurance. During this informative, eye-opening program, you’ll learn about:          Policy pricing          Assessing carriers          The importance of the insurance application          Interpreting your coverage          Claims-made coverage          How to choose coverage limits          How to select your deductible          Policy endorsements          Policy “add-ons”          Why you should avoid coverage gaps          What to do when changing firms and carriers          Which claims are the most prevalent          The ABAs top 10 traps that can get you into trouble   Join JoAnn Hathaway as she helps to demystify the world of legal malpractice insurance.  Becoming an informed insured will help you protect your practice and sleep at night.   Speaker: JoAnn L. Hathaway is a practice management advisor for the State Bar of Michigan, where she developed, launched, and oversees the Bar’s practice management program. She previously worked as a legal liability claims director, risk manager, paralegal, and legal administrator. She holds undergraduate degrees in Paralegal Studies, and Management and Organizational Development from Spring Arbor University, and a graduate degree in General Administration from Central Michigan University. She is an Adobe Certified Expert, is a Certified Clio Product Pro, and holds software certifications in LexisNexis Time Matters and Billing Matters software. She is a Registered Professional Liability Underwriter, a licensed property and casualty insurance agent, and the author of the ABA publication Legal Malpractice Insurance in One Hour for Lawyers. She is active in the ABA Law Practice Management Division, serving on the Publishing Board and Law Practice Today Editorial Board, and is a frequent speaker on law firm technology, insurance, and risk and practice management topics.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 6/5/24
    Presented
  • DETAILS
Course1

Lies, Damn Lies & Legal Marketing: The Ethics of Legal Marketing

$50.00
  • Author/Instructor:  Sean Carter

Lies, Damn Lies & Legal Marketing: The Ethics of Legal Marketing What is effective advertising in other fields is rarely acceptable in the field of law. In this entertaining ethics course, Sean Carter examines in detail the ethical rules concerning marketing and their practical implications. The program also covers common advertising strategies employed by attorneys, and the pitfalls many attorneys will encounter. Like all professionals, lawyers must market their services. Yet, unlike other professionals, lawyers must do so according to the most demanding ethical standards. In this off-beat ethics webinar, legal humorist Sean Carter will demonstrate the "dos" (and mostly "don'ts") of legal marketing.Using real-life (and often, comical) examples of legal marketing, Sean will demonstrate how to stay within our ethical boundaries when it comes to: Websites Blogs Social media Mail solicitations Client consultations And much more       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/21/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: 2024 Uniform Commercial Code Update

$85.00
  • Author/Instructor:  Steven O. Weise

2024 Uniform Commercial Code Update The overlapping articles of the UCC impact most business, commercial and real estate transactions.  From the perfection of security interests to the enforceability of promissory notes and investment contracts to equipment leases and the sale of goods, the UCC plays a role in most significant transactions. This program, led by one of the nation’s leading authorities on the UCC, will provide you with a wide-ranging discussion of developments under the many articles of the UCC, including secured transactions, investment notes, sales, and equipment leasing. Recent UCC developments for transactional attorneys Developments impacting commercial, business and real estate transactions UCC Article 9, asset-based transactions and secured transactions Sales of goods contracts Equipment leases, including computer equipment and capital equipment Notes, guarantees and letters of credit   Speaker: Steven O. Weise is a partner in the Los Angeles office Proskauer Rose, LLP, where his practice encompasses all areas of commercial law. He has extensive experience in financings, particularly those secured by personal property.  He also handles matters involving real property anti-deficiency laws, workouts, guarantees, sales of goods, letters of credit, commercial paper and checks, and investment securities.  Mr. Weise formerly served as chair of the ABA Business Law Section. He has also served as a member of the Permanent Editorial Board of the UCC and as an Advisor to the UCC Code Article 9 Drafting Committee.  Mr. Weise received his B.A. from Yale University and his J.D. from the University of California, Berkeley, Boalt Hall School of Law.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/28/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: Asset Protection Techniques for Real Estate

$85.00
  • Author/Instructor:  Jonathan E. Gopman

Asset Protection Techniques for Real Estate Appreciated real estate is often the most valuable asset held by a client.  Real estate as an asset class is also frequently subject to depletion through divorce, claims of creditors, tort claimants and others.  Ensuring that the real estate is properly held, preserved, and administered to protect its value is the key task of many trust and estate plans. This program will provide you with a real-world guide to accessible asset protection strategies for real estate, including the sophisticated use of limited liability entities, trusts and insurance products, key elements of drafting operating agreements and their traps, and use of forms of ownership and choice of law planning.  Economic issues to consider on acquisition, holding and administration of real estate Sophisticated use of LLCs and trusts to protect real estate Key provisions of LLC operating agreements and their traps in protecting real estate Forms of ownership and choice of law as asset protection Uses and traps of using real estate products Bankruptcy planning opportunities and limitations for distressed real estate projects   Speaker: Jonathan E. Gopman is a partner with Nelson Mullins in Naples, Florida.  His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists them with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice, Jonathan takes a four-part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment, and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning.        Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/10/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: Drafting Arbitration Agreements in Business and Commercial Transactions

$85.00
  • Author/Instructor:  Shannon M. Bell

Drafting Arbitration Agreements in Business and Commercial Transactions One of the biggest risks in most business, commercial, or real estate agreements is the risk of dispute and costly, protracted litigation. Arbitration agreements are one of the primary methods by which this substantial risk of loss is contained. Rather than the parties resorting to costly litigation, they are required to seek resolution of their dispute before a neutral arbiter, whose decision in the matter is final and cannot be litigated. Though these agreements are effective mechanisms for dispute resolution and cost containment, they are also highly controversial. This program will provide you with a practical guide the law governing arbitration agreements and drafting their major provisions.   Framework of law governing arbitration agreements Practical uses in business, commercial, and real estate transactions Circumstances where arbitration is effective v. ineffective Counseling clients about the benefits, risks, and tradeoffs of arbitration agreements Scope of arbitration, mandatory nature, and rules used Defining applicable law, arbiter selection, and method of arbitration Judgment on award, review by courts (if any), interim relief   Speaker: Shannon M. Bell is a partner with Kelly Law Partners, LLC, where she litigates a wide variety of complex business disputes, construction disputes, fiduciary claims, employment issues, and landlord/tenant issues.  Her construction experience extends from contract negotiations to defense of construction claims of owners, HOAs, contractors and tradesmen.  She also represents clients in claims of shareholder and officer liability, piercing the corporate veil, and derivative actions.  She writes and speaks on commercial litigation, employment, discovery and bankruptcy topics.         Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/1/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: Ethics of Identifying Your Client: It's Not Always Easy

$85.00
  • Author/Instructor:  Elizabeth Treubert Simon, Thomas E. Spahn

Ethics of Identifying Your Client: It's Not Always Easy The first step in every ethics analysis is answering the question, who is your client?  It’s seemingly a very easy question to answer, but it’s not always 20/20 except in hindsight.  Representing multiple parties on the same matter, whether in litigation or on a transaction, may mean you have many clients, some or all with conflicts.   If you’re a private practitioner and you represent an organization, your client may be the entity, its officers from whom you are taking directions, or possibly both. If you’re an in-house attorney, the analysis – and its implications for the attorney-client privilege – becomes even more complex.  This program will provide you with a real world guide to ethics of identifying your client in a variety of settings avoiding conflicts of interest with the client.  Ethics and identifying your client and avoiding conflicts in transactions and litigation Representing businesses entities, nonprofit associations, and the government – client v. person giving directions Identifying clients in trust and estate planning – the testator or the person paying your fees? Special ethical challenges and ethical risks for in-house counsel and attorney-client privilege issues How to untangle clients and conflicts in joint representations – managing conflicts and information flows Best practices in documenting client representation to avoid later challenge   Speakers: Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide.  Previously, she practiced law in Washington DC and New York, focusing on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures.  She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Legal Ethics Committee.  She writes and speaks extensively on attorney ethics issues.      Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a broad complex commercial, business and securities litigation practice. He also has a substantial practice advising businesses on properly creating and preserving the attorney-client privilege and work product protections.  For more than 20 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation.  Mr. Spahn has served as member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.        Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/24/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: Exit Rights in Business Agreements

$85.00
  • Author/Instructor:  Michael Weiner

Exit Rights in Business Agreements A client investment in an operating business, particularly a minority stake, is only as good as its liquidity rights. If a client cannot readily sell his or her ownership stake at fair market value, it has little real value. The key to ensuring liquidity is contractually creating a private market for the ownership stake. This market can come in the form of requiring other stakeholders, including the majority owner, to buy the minority stake at a mutually agreeable price, or creating other mechanisms for selling the stake to third parties. Without these contract rights, a stakeholder has no liquidity and is stuck. This program will provide you with a practical to planning and drafting contractual liquidity rights in closely held companies.   Planning and drafting liquidity rights in closely held companies Counseling clients about the limitations and risks of liquidity in closely held companies Framework of alternatives for determining most appropriate liquidity rights “Texas standoff” or “Russian roulette” – opportunities, risks and tradeoffs Drafting “tag-along” and “drag-along” rights – practical uses and drawbacks How to think about valuing closely held ownership stakes   Speaker: Michael Weiner is a partner in the Denver office of Dorsey & Whitney, where he is head of the firm’s corporate department.  His practice focuses on the representation of emerging growth companies in the areas of corporate formation, mergers and acquisitions, venture capital and angel finance, public offerings, and securities regulation. He counsels boards of directors and management teams in the areas of equity compensation, corporate governance, Sarbanes-Oxley and other regulatory and disclosure matters. He also advises clients on intellectual property licensing and commercial contract matters.  Mr. Weiner earned his B.S. in economics from the University of Pennsylvania Wharton School of Business, his B.A. in American history from the University of Pennsylvania College of Arts & Sciences, and J.D. from the University of California, Los Angeles.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/13/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: IT Sourcing Agreements: Reviewing and Drafting Cloud Agreements

$85.00
  • Author/Instructor:  Peter J. Kinsella

IT Sourcing Agreements: Reviewing and Drafting Cloud Agreements Virtually every organization outsources it information technology (IT) functions to third-party vendors.  Electronic files of every time – data and documents, video and audio – are stored on servers owned and maintained by third parties and located at off-site locations.  Telecom services are also commonly outsourced. The idea behind outsourcing these increasingly complex systems is that costs might be controlled and the difficulty of maintaining them becomes someone else’s task. But getting to that point lies beyond reviewing and negotiating highly complex IT outsource agreements involving performance and reliability, data security and privacy breaches, and warranty and indemnity.  This program will provide you with a practical guide to negotiating and drafting IT agreements with third-party vendors.   Performance standards for IT vendors, reliability, and Service Level Agreements Essential warranty and indemnity provisions – and spotting red flags Understanding how “The Cloud” works for contractual purposes Important data security, privacy and related liability concerns Drafting the underlying equipment lease and/or software license Reviewing fee structures in IT outsourcing agreements   Speaker: Peter J. Kinsella is a partner in the Denver office of Perkins Coie, LLP, where he has an extensive technology law practice focusing on advising start-up, emerging and large companies on technology-related commercial and intellectual property transaction matters.  Prior to joining his firm, he worked for ten years in various legal capacities with Qwest Communications International, Inc. and Honeywell, Inc.  Mr. Kinsella has extensive experience structuring and negotiating data sharing agreements, complex procurement agreements, product distribution agreements, OEM agreements, marketing and advertising agreements, corporate sponsorship agreements, and various types of patent, trademark and copyright licenses.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/6/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: Structuring Minority Ownership Stakes in Companies

$85.00
  • Author/Instructor:  Frank Ciatto, Molly Merritts

Structuring Minority Ownership Stakes in Companies Taking a minority ownership stake in a closely held company is a common occurrence. An investor may have taken a minority stake to fund growth in the business or someone may have provided essential, non-cash services – technical expertise, sales skill, management expertise – in exchange for equity. But there are substantial drawbacks with minority stakes. The minority stake holder may have limited access to information to the business and little or no control or influence over the ultimate success of the business.  The majority stake holder(s) may also seek to force out minority stake holders. This program will provide you with a real-world guide to structuring minority stake investments in anticipation of the majority stake owner eventually forcing the buyout of minority stake owners. Structuring minority stake ownership for eventual buyout by the majority stake owner How to avoid undue dispute and litigation through planning Framework of law protecting minority stake owners Equitable structuring of minority stake governance, information, and other rights Differences between passive minority-stake owner and those who actively participate in the business Valuation and buyout finance issues for majority stake owners Liquidity rights for minority stake owners Counseling techniques to help avoid open dispute among owners Speaker: Frank Ciatto is a partner in the Washington, D.C. office of Venable, LLP, where he has 20 years’ experience advising clients on mergers and acquisitions, limited liability companies, tax and accounting issues, and corporate finance transactions.  He is a leader of his firm’s private equity and hedge fund groups and a member of the Mergers & Acquisitions Subcommittee of the ABA Business Law Section.  He is a Certified Public Accountant and earlier in his career worked at what is now PricewaterhouseCoopers in New York.   Molly Merritts is an attorney in the Washington, D.C. office of Venable, LLP, where she focuses her practice on a wide range of corporate law matters, including mergers and acquisitions, debt and equity financing, and real estate investment trusts. She also advises clients on corporate governance matters, transactional and commercial contract negotiations, and corporate reorganizations.         Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/29/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: Trust and Estate Planning for Retirement Plans – IRAs, 401(k)s, and More

$85.00
  • Author/Instructor:  Daniel L. Daniels

Trust and Estate Planning for Retirement Plans – IRAs, 401(k)s, and More The single biggest asset most clients have is their retirement account – IRAs, 401(k)s, other defined benefit plans, and annuities. These retirement plans are often tax-favored but in exchange for that status come with a variety of restrictions. Each is also governed not only by the underlying terms of its sponsors and providers but by an array of complex tax regulations.  Understanding how these complex financial products are treated not only for tax purposes but, often more importantly, for purposes of transfer at death is the central focus of trust and estate plans for most clients.  This program will provide you with a guide to tax treatment and transfer rules of client retirement assets.  Allocation of estate and gift taxes QTIPing IRAs and trusts as IRA beneficiaries Trust distributions as income v. principal Understanding traps of beneficiary designations Creditor claims against retirement assets How annuity distributions are treated for income tax purposes – ordinary income, capital gain, return of investment   Speakers: Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.         Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/20/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: Unwinding a Commercial Real Estate Transaction Gone Bad, Part 1

$85.00
  • Author/Instructor:  Anthony Licata

Unwinding a Commercial Real Estate Transaction Gone Bad, Part 1 When a real estate project goes bad for whatever reason – sales are slow or at prices below projections, leasing is slow, or there are extensive cost-overruns or regulatory delays – developers, investors, lenders, and others are left scrambling to restructure the project and salvage any value or at least limit losses. This often involves restructuring or possibly refinancing a loan.  It may also involve additional equity.  Another option is selling the project, if possible.  These processes can be complicated by the nature of the investors and lenders involved.  This program will provide you with a practical guide to restructuring troubled real estate projects.  Day 1 Practical strategies for unwinding real estate deals outside of bankruptcy or litigation Negotiating, structuring and drafting the restructuring of failed real estate projects Underlying economics and tradeoffs of real estate restructuring Types of sellers and their impact on restructuring – individual owner, institutional, joint venture, private equity Complications and limitations involving syndicated loans, CMBS loans, and REMICs Navigating seller issues – personal guaranties, ongoing management fees, upside participation, reputation   Day 2  Restructuring alternatives, including straight purchases, “Loan to Own,” rescue capital/preferred stock/securities Drafting forbearance and loan modification agreements  Receivership of distressed properties and planning to emerge from receivership “Loan to own” strategies and limitations Tax issues, including cancellation of indebtedness and restructuring recourse indebtedness Potential loss of valuable tax attributes and tax planning opportunities   Speakers: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice. He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use.He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology. He speaks extensively on real estate topics nationally. Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/16/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: Unwinding a Commercial Real Estate Transaction Gone Bad, Part 2

$85.00
  • Author/Instructor:  Anthony Licata

Unwinding a Commercial Real Estate Transaction Gone Bad, Part 2 When a real estate project goes bad for whatever reason – sales are slow or at prices below projections, leasing is slow, or there are extensive cost-overruns or regulatory delays – developers, investors, lenders, and others are left scrambling to restructure the project and salvage any value or at least limit losses. This often involves restructuring or possibly refinancing a loan.  It may also involve additional equity.  Another option is selling the project, if possible.  These processes can be complicated by the nature of the investors and lenders involved.  This program will provide you with a practical guide to restructuring troubled real estate projects.  Day 1 Practical strategies for unwinding real estate deals outside of bankruptcy or litigation Negotiating, structuring and drafting the restructuring of failed real estate projects Underlying economics and tradeoffs of real estate restructuring Types of sellers and their impact on restructuring – individual owner, institutional, joint venture, private equity Complications and limitations involving syndicated loans, CMBS loans, and REMICs Navigating seller issues – personal guaranties, ongoing management fees, upside participation, reputation Day 2  Restructuring alternatives, including straight purchases, “Loan to Own,” rescue capital/preferred stock/securities Drafting forbearance and loan modification agreements  Receivership of distressed properties and planning to emerge from receivership “Loan to own” strategies and limitations Tax issues, including cancellation of indebtedness and restructuring recourse indebtedness Potential loss of valuable tax attributes and tax planning opportunities   Speakers: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice. He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use.He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology. He speaks extensively on real estate topics nationally. Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/17/24
    Presented
  • DETAILS
Course1

Living in a Cloud-Based World - The Next Generation of Digital Evidence

$51.00
  • Author/Instructor:  Michael C. Maschke

Living in a Cloud-Based World - The Next Generation of Digital Evidence Electronic evidence plays a critical role in most cases. Frequently, relevant evidence is now found in the cloud and not on a local computer, server, or external hard drive. Businesses and consumers are using cloud services more than ever. Microsoft 365 has taken over the business world. Third-party messaging apps such as Instagram, TikTok, and WhatsApp continue to flourish. The cloud is now – and will remain - a potential evidence goldmine for litigators. Understanding the “how-to” of cloud-based electronic evidence lays the foundation for you to competently guide clients through the process of retaining and using a digital forensics expert, including understanding what may or may not be recoverable.   Our presenter will cover:  The basics of cloud forensics, including costs  Cloud storage buckets  Webmail such as Google Mail, Hotmail, and Yahoo  Social media preservation and analysis  Secure file storage – Dropbox, Box, GoogleDrive, SharePoint  Amazon Ring and other IoT (Internet of Things) devices including cars, thermostats, refrigerators, smart TVs, etc. and the information they may   store   Michael C. Maschke Michael Maschke is the Chief Executive Officer/Director of Cybersecurity and Digital Forensics at Sensei Enterprises, Inc. Mr. Maschke holds a degree in Telecommunications from James Madison University. Mr. Maschke is an EnCase Certified Examiner (EnCE), a Certified Computer Examiner (CCE #744), a Certified Ethical Hacker (CEH) and an AccessData Certified Examiner (ACE). Mr. Maschke is also a Certified Information Systems Security Professional (CISSP). Mr. Maschke has significant experience with network troubleshooting, design and implementation, security, systems integration and computer engineering. He is also a member of the International Society of Forensic Computer Examiners (ISFCE). Prior to his current role, he oversaw Sensei’s digital forensics andand information technology departments, which provided support to over 200 area law firms, legal entities and corporations. Mr. Maschke is a Microsoft Certified Systems Engineer, Microsoft Certified Systems Administrator and a Microsoft Certified Professional. He is an associate member of the American Bar Association and has spoken at the American Bar Association’s TECHSHOW conference on the subject of cybersecurity. He is currently an active member of the ABA’s Law Practice Division: Technology Core Group and is on the Fairfax Law Foundation Board of Directors. Mr. Maschke is a 2019 Fastcase 50 award recipient. He is also a co-author of Information Security for Lawyers and Law Firms, a book published by the ABA in 2006 and The 2008-2020 Solo and Small Firm Legal Technology Guides (American Bar Association, 2008 – 2020).       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.   

  • Webcast
    Format
  • 60
    Min.
  • 6/11/24
    Presented
  • DETAILS
Course1

Oklahoma Chief Justice Colloquium on Civility and Ethics

FREE
  • Author/Instructor:  OBA CLE

Oklahoma Chief Justice Colloquium On Civility and Ethics   Sponsored by the Oklahoma Supreme Court   FYI:  NO FOOD OR DRINKS ARE ALLOWED IN THE AUDITORIUM   The Oklahoma Supreme Court is pleased to announce the premiere of the Oklahoma Chief Justice Colloquium on Civility and Ethics, the beginning of an annual Oklahoma Bar Association event. Presenters this year will be the Honorable Brantley Starr and the Honorable P. Kevin Castel. Judge Starr is a United States District Court Judge for the Northern District of Texas in Dallas. Judge Castel is a United States District Court Judge for the Southern District of New York. Judge Starr and Judge Castel will discuss the ethical issues of Artificial Intelligence.  Judge Castel was the first judge to discover and then fine lawyers for using Chat GPT in a court filing which generated fake case citations.  Judge Starr was the first judge to create rules for his court on the use of AI.  The judges will discuss their personal scenarios with AI in their courts and engage in a lively discussion on the need for or against AI rules for lawyers.   Registration will begin at 12:45pm     P. Kevin Castel entered service as a United States District Judge for the Southern District of New York on November 4, 2003, and today serves as a Senior Judge of that Court.  Judge Castel has served as chair of the New York State-Federal Judicial Council (2020-2022), a body that facilitates coordination and cooperation between the federal and state judicial systems.  He is former president of the Federal Bar Council and former chair of the Commercial and Federal Litigation Section of the New York State Bar Association. He has taught as an adjunct professor in the field of Professional Responsibility at NYU School of Law and is an elected member of the American Law Institute. Prior to the bench, Judge Castel practiced in the field of commercial litigation, including securities, antitrust, employment and products liability law. He was a partner in a large firm for twenty years and served as the firm’s co-administrative partner.  Prior to entering private practice, he served as law clerk to Judge Kevin T. Duffy of the same court on which he now serves as judge. He received his B.S. and J.D. degrees from St. John’s University. In law school, he was articles editor of the law review and a St. Thomas More Scholar.  Judge Castel has received the Stanley Fuld Award from the New York State Bar Association (2023), the Edward Weinfeld Award from New York County Lawyers (2017), the Excellence Award from the William C. Conner Inn of Court (2017), the John E. Sprizzo Award from the Manhattan Chapter of the St. John’s Law Alumni (2013).St. John’s has conferred upon him the Lifetime Achievement Award (2023) and an honorary Doctor of Laws (2004).                        Judge P. Kevin Castel Judge Brantley Starr       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.  

  • Webcast
    Format
  • 75
    Min.
  • 5/7/24
    Presented
  • DETAILS
Course1

REPLAY: Practical Lessons in Diversity, Equity & Inclusion in Law Practice

$85.00
  • Author/Instructor:  Anthony Licata

 Practical Lessons in Diversity, Equity & Inclusion in Law Practice This program will provide you with a practical guide to diversity, inclusion, and equity in law firms and in clients. The program will discuss the value of diversity and inclusion, including how it fosters collegiality, greater client value, and organizational and personal growth.  The panel will look at real world case studies of what types of diversity training work and help law firms – and also review those types of training that do not work. The program cover best practices not only for law firms but also for advising clients on developing diversity, inclusion, and equity training and practices. Types of diversity – internal, external, organizational, and worldview Racial and ethnic, generational and age, gender, socio-economic diversity Training to raise awareness of unconscious bias v. promoting allyship and inclusivity What types of diversity training work – and what types do not work? Best practices in helping law firms and their clients grow in diversity, inclusion and equity   Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice.  He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use.  He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology.  Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 4/29/24
    Presented
  • DETAILS
Course1

Storytelling for Lawyers: How to Engage Clients, Judges, and Juries, and Move Them to Action

$51.00
  • Author/Instructor:  Steve Hughes

Storytelling for Lawyers: How to Engage Clients, Judges, and Juries, and Move Them to Action One of the many challenges today’s lawyers face is communicating complex fact patterns and arguments to a variety of audiences. Stories are an excellent (and often overlooked) way to humanize facts and invite people to experience the emotional aspects of what you’re saying. This lively, upbeat program explores the benefits of using stories to frame issues, engage clients, judges, and juries, and inspire action. You’ll discover where to find good stories in your everyday life, how to craft them, and how to tell them. When done correctly, a good story cuts through the noise and increases the “re-tell” value of your message. Specifically, you will discover how to:   Transform boring sets of facts into interesting stories.   Communicate your case in a more compelling way.   Make complex information more accessible.    Use stories to make your arguments more memorable.   Speaker: Steve Hughes is President Hit Your Stride, LLC, a communications consultancy that helps people look and sound smart when they talk. He is the author of Captivate: Presentations That Engage and Inspire and he has been featured on NPR, CBS, and BBC Radio and in The Wall Street Journal and Businessweek. He is also the proud creator of “International Be Kind to Lawyers Day,” which is observed annually on the second Tuesday in April. Today he works with a short list of blue chip clients including AmLaw 200 law firms, national associations, and leading universities. Prior to launching Hit Your Stride, Steve was the co-owner of an award-winning 50-person advertising agency in St. Louis where he delivered hundreds of presentations with millions of dollars on the line.  He holds a BA in French Literature and European History from the University of Kansas and an MBA in Marketing from Washington University in St. Louis, where he was awarded the prestigious Olin Cup.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/10/24
    Presented
  • DETAILS
Course1

Take Ethical Security Precautions with Email: When and How to Encrypt

$51.00
  • Author/Instructor:  Daniel J. Siegel, Esq

Take Ethical Security Precautions with Email: When and How to Encrypt  Ever since law firms began using computers, there have been concerns about whether attorneys must or should use special security measures, like encryption, to protect confidential and sensitive information. Changes in ethical and procedural rules, including requirements that lawyers must (1) be technologically competent and (2) redact court filings, highlight the need for lawyers to be proactive when handling everything from email to their office technology. This program will explore attorneys’ duties to safeguard electronic communications, including:  Competence and confidentiality in the use of technology  Ethical and legal duties for handling electronic data  What is encryption, and how and when to use it  When, and by what methods, attorneys may attachments containing “information relating to the representation of a client”  Threats to the security of electronic data and communications  Options for securing electronic data and communications  How and when attorneys may use unencrypted email and when they must take special security precautions when required by a client, by rule, by law, or when the nature of the information requires a higher degree of security   Daniel J. Siegel, Esq Daniel J. Siegel is a seasoned attorney and entrepreneur with 30+ years of experience. Dan is the owner of the Law Offices of Daniel J. Siegel, LLC, a workers’ compensation and personal injury firm, which has assured or increased the benefits of more injured workers than any other law firm in Pennsylvania. Dan has been widely recognized for this work, including being named a Pennsylvania Super Lawyer for Workers’ Compensation for 10+ years, a Philadelphia Inquirer Influencer of Law for Personal Injury and a Philadelphia Business Journal Best of the Bar Honoree for Plaintiff Personal Injury. In addition, Dan represents individuals and families in Social Security Disability/SSI and medical malpractice claims and counsels clients on estate planning and real estate transactions. As Chair of the Pennsylvania Bar Association Committee on Legal Ethics & Professional Responsibility, Dan also provides ethics and disciplinary guidance as well as trial and appellate court writing to fellow attorneys. Dan is also the owner of Integrated Technology Services, LLC, a technology consulting firm for attorneys and small businesses that combines his passion for technology and the law. Given this expertise, Dan is a frequent author and nationally recognized speaker on legal ethics, social media, law firm technology, law practice management and mobile computing for lawyers. Dan wrote or co-wrote several books for the ABA Law Practice Division including “How to Do More in Less Time,” “The Ultimate Guide to Adobe Acrobat DC,” “The Ultimate Guide to LexisNexis CaseMap” and “Checklists for Lawyers,” among others.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 6/27/24
    Presented
  • DETAILS
Course1

Technical Fouls: Even Minor Ethics Violations Can Have Major Consequences

$50.00
  • Author/Instructor:  Sean Carter

Technical Fouls: Even Minor Ethics Violations Can Have Major Consequences When it comes to ethics violations, there is no such thing as a minor or "technical" foul. All ethics violations are serious matters, evidencing a breach of the trust that has been placed in the lawyer. As a result, lawyers must avoid falling into the mindset that a particular violation is "no big deal." To make this case, noted legal humorist Sean Carter will chronicle a number of recent ethics cases in which lawyers were surprised to discover that even minor ethics violations can have major consequences. In making the case that even minor ethics violations can have major consequences, Sean Carter will review cases where lawyers received surprisingly significant sanctions for such transgressions as: Failing to pay vendors Omissions on customs forms Unauthorized use of Westlaw accounts Using another's home address Falsifying MCLE compliance Petty crimes And much more       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/31/24
    Presented
  • DETAILS
Course1

The 2024 Ethy Awards

$100.00
  • Author/Instructor:  Sean Carter

The 2024 Ethy Awards Each year, Hollywood celebrates the best performances in motion pictures at the Oscars. Well, each year, we note the worst ethics violations in the legal profession at the Ethys. Humorist Sean Carter will host the festivities and announce the award winners for: Worst Original Excuse Least Competent in a Legal Representation Best Courtroom Outburst Worst Love Scene Most Creative Billing Lifetime Achievement Award And much more ...In the process of recapping these egregious instances of unethical behavior, Mr. Carter will demonstrate how the rest of us can avoid more common ethical violations.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 120
    Min.
  • 5/18/24
    Presented
  • DETAILS
Course1

The Great Reckoning: When Commercial Real Estate Loans Come Due

$85.00
  • Author/Instructor:  Anthony Licata, John S. Hollyfield

The Great Reckoning: When Commercial Real Estate Loans Come Due   When a commercial real estate loan comes due, there are typically three alternatives for clients: refinance the loan, sell the property underlying the mortgage, or restructure the property’s capital structure, perhaps by adding more equity. There are complex tradeoffs with each alternative.  Renegotiating a loan extension is time-consuming, even when credit is available. Selling the property, especially in a strong market, may trigger adverse tax consequences. Most murky of all is restructuring the capital structure of project. Is the owner willing to add more equity to the project? This program will provide you with a practical guide to the issues of working with clients when their commercial real estate loans come due. Alternatives when a commercial real estate mortgage comes due Exploration of refinance options in an environment of volatile interest rates Role of preferred equity, mezzanine loans, and second mortgages Alternative of selling into a strong market Counseling clients about refinance in a time of certainty Speakers: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice.  He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use.  He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology.   John S. Hollyfield is of counsel and a former partner in the Houston office Norton Rose Fulbright, LLP.  He has more than 40 years’ experience in real estate law practice.  He formerly served as chair of the ABA Real Property, Probate and Trust Law Section, president of the American College of Real Estate Lawyers, and chair of the Anglo-American Real Property Institute.  He has been named a "Texas Super Lawyer" in Real Estate Law by Texas Monthly magazine and is listed in Who’s Who in American Law.  He is co-editor of Modern Banking and Lending Forms (4th Edition), published by Warren, Gorham & Lamont.         Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 4/30/24
    Presented
  • DETAILS
Course1

The Mentally Tough Lawyer: How to Build Real-Time Resilience in Today's Stressful World

$51.00
  • Author/Instructor:  Steve Hughes

The Mentally Tough Lawyer: How to Build Real-Time Resilience in Today's Stressful World What do you do when something doesn't go your way at work? What if you could remain calm and find your footing in short order? What if you were more resilient after setbacks? This dynamic program gives you simple-to-use tools to unlock your EQ to be more present and think on your feet in and out of the courtroom. Borrowing from the latest scientific research as well as insights from improv performers, you'll be equipped to stay cool under pressure when the stakes are high. Whether you're dealing with a skeptical jury, presenting a bold argument, or frustrated trying to do your job in a hybrid environment, you can improve your ability to be more resilient. Specifically, you'll learn how to: Turn unexpected challenges into opportunities for connection and growth. Be more collaborative and innovative with clients on a consistent basis. Respond more effectively and positively when things go awry.   Steve Hughes Steve Hughes is President Hit Your Stride, LLC, a communications consultancy that helps people look and sound smart when they talk. He is the author of Captivate: Presentations That Engage and Inspire and he has been featured on NPR, CBS, and BBC Radio and in The Wall Street Journal and Businessweek. He is also the proud creator of “International Be Kind to Lawyers Day,” which is observed annually on the second Tuesday in April. Today he works with a short list of blue chip clients including AmLaw 200 law firms, national associations, and leading universities. Prior to launching Hit Your Stride, Steve was the co-owner of an award-winning 50-person advertising agency in St. Louis where he delivered hundreds of presentations with millions of dollars on the line.  He holds a BA in French Literature and European History from the University of Kansas and an MBA in Marketing from Washington University in St. Louis, where he was awarded the prestigious Olin Cup.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 6/21/24
    Presented
  • DETAILS
Course1

The Mindful Approach to Addressing Mental Health Issues in the Legal Field

$51.00
  • Author/Instructor:  Becky Howlett and Cindy Sharp

The Mindful Approach to Addressing Mental Health Issues in the Legal Field Join attorneys Becky Howlett and Cindy Sharp for this timely webinar as they explore the prevalence of burnout, stress, depression, and anxiety in the legal profession. The landmark 2016 study on lawyer impairment, Patrick R. Krill, JD, LLM, et al, The Prevalence of Substance Use and Other Mental Health Concerns Among American Attorneys, 10 Journal of Addiction Medicine 46 (January/February 2016), available at http://linkon.in/lawyerimpair, found that attorneys have disproportionately high rates of mental health concerns compared with the general population. For example, 45.7% of lawyers self-reported experiencing symptoms of depression and 61% for anxiety. Tragically, 63% of them did not seek help for their mental health concerns. One of the main reasons cited is the fear that they would be stigmatized if others discovered their “problem.” The objective of this program is to raise awareness about the nature of mental health distress in the legal setting, to challenge the biases and stigma that surround those concerns, and to motivate those who are suffering to take advantage of available resources. Certified Meditation Instructor Becky Howlett will teach and lead mindfulness practices throughout this session designed to help lawyers learn how to cope with stress, depression, and anxiety.   Topics include: High prevalence of mental health issues among lawyers Barriers to seeking treatment Ways to support colleagues who may be in distress Ethical implications of poorly managed stress Overcoming stigma in the legal community Mindfulness practices to help lawyers learn how to cope with stress, depression, and anxiety    Cynthia Sharp, Esq Veteran Attorney Cynthia Sharp works with motivated lawyers seeking to build sustainable law practices. After building and selling her boutique firm which she ran for over a quarter of a century, she embarked on a professional speaking and consulting career.  For the past 10 years, she has dedicated herself to sharing practice building strategies and processes with solo and small firm attorneys throughout North America. In recognition of her contributions to the profession, the ABA GPSolo Division named her Trainer of the Year.  As Director of Attorney Development, Cindy has established an international presence as an author and speaker on the topics of law firm branding and marketing strategies. She also shares practice management techniques with an emphasis on ethical implications - lecturing extensively to law firms, bar associations and other legal organizations.   Becky Howlett, Esq Becky Howlett is an attorney, consultant, and educator dedicated to facilitating positive relationships with others and ourselves.  After graduating from KU Law cum laude with a Tribal Lawyers Certificate in 2014, Becky focused her career on Indian Country advocacy, developing an expertise in federal Indian law and policy and tribal law. After experiencing burnout early on in her legal career, Becky felt compelled to do an in-depth study of meditation techniques and share these practices with others. In spring 2020, she co-founded legalburnout.com with the mission of empowering others to effectively manage their stress by promoting mindfulness practices in the legal field.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 6/11/24
    Presented
  • DETAILS
Course1

The Weakest Lawyer: A CLE Game Show

$50.00
  • Author/Instructor:  Sean Carter

The Weakest Lawyer: A CLE Game Show In this webinar modeled after the popular television game show, lawyers from across the country will compete by answering legal ethics questions in various categories, such as: Civility Client communication Competence Conflicts of interest Fees Legal marketing Trust accounting And much more After participants have had a chance to answer each question, the correct answer will be displayed, along with the corresponding ethics rule and a brief explanation. In that way, not only will you have fun, but you just might learn something as well.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/29/24
    Presented
  • DETAILS
Course1

Who Wants to be Disbarred?: A CLE Game Show

$50.00
  • Author/Instructor:  Sean Carter

Who Wants to be Disbarred?: A CLE Game Show In Who Wants to be Disbarred?, you will compete against lawyers from across the country in answering legal ethics-related questions, such as the one below: Which of the following conflicts of interest is prohibited by the ethics canon? Being related to the client Going to the same high school as the judge Being close friends with opposing counsel Lending money to the client Through the polling feature on our platform, lawyers will be allowed to make their selections. At the end of the program, each participant will receive their score, along with their "player ranking." Oh yeah, and you just might learn something in the process. In this webinar modeled after the popular television game show, lawyers from across the country will compete by answering legal ethics questions in various categories, such as: Civility Client communication Competence Conflicts of interest Fees Legal marketing Trust accounting And much more After participants have had a chance to answer each question, the correct answer will be displayed, along with the corresponding ethics rule and a brief explanation. In that way, not only will you have fun, but you just might learn something as well.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 75
    Min.
  • 5/29/24
    Presented
  • DETAILS
Course1

Why Female Attorneys Get Paid Less: What's Gender Bias Got to Do With It

$51.00
  • Author/Instructor:  Philip Bogdanoff, Esq.

Why Female Attorneys Get Paid Less: What's Gender Bias Got to Do With It Female lawyers’ median weekly pay is 26.5% less than male lawyers and the pay gap is larger for partners and only getting worse. The Ninth Circuit Court of Appeals has commented that the gender pay gap is “an embarrassing reality of our economy.” In this presentation we review the history of the gender pay gap and determine if there has been any progress in the last 50 years. We will examine the causes of the gender pay gap and suggestions on how to eliminate it. Further, we will discuss a law in the United Kingdom that requires all companies with over 250 employees to file a yearly gender pay gap report with the difference between the average pay of men and women in an organization. We will review gender pay gap reports of legal firms in the United Kingdom and determine if this reporting requirement has helped bridge the gender pay gap.   Philip Bogdanoff, Esq. Philip Bogdanoff is a nationally recognized continuing legal education speaker on the topics of ethics, professionalism, and other related topics. Previously, as an attorney, he served as assistant prosecutor in the Summit County, Ohio Prosecutor’s Office for more than 25 years, beginning in 1981. Mr. Bogdanoff argued cases before the Ohio Ninth District Court of Appeals and twenty cases before the Ohio Supreme Court including six death penalty cases - before retiring as a senior assistant prosecutor. He is the author of numerous articles on ethics, professionalism and other related legal topics and has taught the members of numerous organizations including the National Association of Legal Administrators, as well as numerous state and local Bar associations, Prosecuting Attorney's Associations, and law firms. More information about Mr. Bogdanoff is available on his Web site at http://www.philipbogdanoff.com/.   Originally Recorded: November 30, 2023     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 4/30/24
    Presented
  • DETAILS
Course1

Why Lawyers Need to Know About AI

$51.00
  • Author/Instructor:  Tom O'Connor, Esq.

Why Lawyers Need to Know About AI Lawyers need to know about AI because it is changing the entire scope and delivery of legal services. AI in the legal profession is about far more than machine learning and eDiscovery. Just as businesses outside the profession use AI in basic chatbots on web sites, in automated answering and customer service phone portals and for sophisticated data searching and analytics tools, attorneys are using AI for these functions and many more.   Some iteration of AI is used, often with natural language processing tools, by law firms and corporate law departments for tasks such as:     data and due diligence analysis     augmenting legal research and contract review     drafting legal documents     predicting future outcomes,     automating both general basic tasks and specific case workflows     overseeing IP matters     digitizing payment processes     building computer vision models that are taught to view documents the way humans do   Join Tom O’Connor to learn about the diversity of AI, who’s using it, and how it is crucial to maintaining an efficient legal practice.   Tom O'Connor, Esq Tom O’Connor is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems.  A New England native who graduated from The Johns Hopkins University in 1972 with a BA in Political Science, Tom attended law school for one year at The University of Notre Dame before returning to Baltimore and undertaking a career as a paralegal specializing in complex litigation. While conducting his consulting business over the years, Tom earned a J.D. at an evening law school program. Tom’s consulting experience is with both small firms and complex litigation matters including the BP litigation in New Orleans and several current opioid MDL matters as well as with the Office of the Federal Public Defender. He has been appointed as He has been appointed as a technical consultant by various federal and state courts on cases dealing with large amounts of electronic evidence and specializes in negotiating ESI exchange protocols. A frequent lecturer about legal technology, Tom also teaches CLE courses nationwide and is a prolific writer. He was a co-author of the 2006 award winning article, “In Katrina’s Wake”, which covered recovery efforts in the legal community of post Katrina New Orleans, in which he participated. He was also the author of the Second, Third and Fourth Editions of The Automated Law Firm: A Guide to Computer Systems and Software published by Aspen Law & Business as well as The Lawyers Guide to Summation and EDiscovery for Small Cases, both published by the ABA. He also contributes to several blogs including his own, called Techno Gumbo. (https://wordpress.com/view/technogumbo.wpcomstaging.com) Tom has also been awarded numerous professional accolades including the inaugural Betsy Ann Reynolds Award for Excellence in Litigation Support from the Litigation Support Leaders Conference and the first Scarpitti Award for Professional Achievement from the Masters Conference for Legal Professionals. Tom currently resides down the Mississippi down in New Orleans with his son Seamus, a technical guru and current Captain of the Kings of Crescent City skateboard championship team.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 6/12/24
    Presented
  • DETAILS
Course1

You're a Lawyer Not a Fighter: The Ethical Imperative to Remain Peaceful at All Times

$50.00
  • Author/Instructor:  Sean Carter

You're a Lawyer Not a Fighter: The Ethical Imperative to Remain Peaceful at All Times Lawyers serve a vital role in society -- to help others resolve their disputes peacefully. And while lawyers do so through use of the adversarial process, we must not ever lose sight of the fact that we are not "fighting" for our clients. We are striving to help them reach a peaceful solution to their problem.Sadly, quite often, lawyers get so hung up in the confrontational manner of depositions, cross-examinations, contract negotiations, and the like, that we develop a "fighting" mentality. This mentality does not serve the best of interest of our clients and nor does it serve our personal or professional interests. In this sobering webinar, legal ethicist Sean Carter will use real-life examples of lawyers who lost sight of the promises of peace and decided to handle their own personal disputes through less than peaceful means. As you will see, they not only did irreparable damage to their personal relationships, but also, by betraying the ethical standards to which they once swore allegiance, they proved themselves unfit for the professional role of peacemaker and endured significant sanctions from disciplinary authorities.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.   

  • Webcast
    Format
  • 60
    Min.
  • 5/8/24
    Presented
  • DETAILS