"Boilplate" Provisions in Business and Commercial Contracts: Traps for the Unwary

• Instructor(s):  Shannon M. Bell

"Boilplate" Provisions in Business and Commercial Contracts: Traps for the Unwary The “back of the book” provisions of common business, commercial and real estate agreements are often labeled “boilerplate,” copied and pasted from earlier agreements. But when disputes arise, these overlooked provisions – related to damages, choice of law and forum, notice, integration, and amendments – can determine the fate transaction. These provisions, if not closely examined in the context of every agreement, can provide grounds for litigation – or threats of litigation. This program will provide you with a practical guide to drafting essential “boilerplate” provisions with an emphasis on reducing risk. Damages – types, limitations, drafting traps Choice of law/choice of forum – what the law allows v. what parties prefer Amendments – forms of written amendments, email, and course of dealing Notice – adapting methods to digital communication, traps Integration – conversations, extraneous writings, and assumptions   Speaker: Shannon M. Bell is a member 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.

• On-Demand

  Format

• 60

  Min.

• 4/18/26

  Avail. to
• DETAILS

"Founding Documents": Drafting Articles of Incorporation & Bylaws, Part 1

• Instructor(s):  Eric J. Zinn

"Founding Documents": Drafting Articles of Incorporation & Bylaws, Part 1 Though LLCs have become a default choice of entity for many businesses, corporations – C Corps and S Corps – still produce optimal results for many family-held businesses or businesses operating in industries where the corporate is preferred or required.  The founding documents of corporations – Articles of Incorporation, Stockholders’ Agreements, and bylaws – are complex, interlocking instruments that create and regulate the capital structure, governance, and finance of the business.  Very important issues of who can own stock, how that stock is valued and transferred, how major corporate decisions are made, and how disputes are resolved are all determined by these documents. This program will provide you with a practical guide to planning and drafting the essential founding documents of corporations. Day 1:          Practical planning and drafting founding documents          Counseling clients about the allocation of voting power and distribution preferences          Framework of law – what’s required, what can be modified, what’s discretionary          Defining common stock characteristics – classes, voting rights          Uses of preferred stock – classes, rights, preferences          Tax issues to consider when drafting founding documents Day 2: Instituting boards of directors – duties, restrictions, indemnification Approval of shareholders – major transactions, voting thresholds, procedures Restrictions on the transferability of stock Major components of corporate bylaws Common traps in drafting founding documents – avoiding later litigation  Speaker: Eric J. Zinn is of counsel in the Denver office of Kutak Rock, LLP.  He represents clients in clients in matters involving corporate, individual and partnership taxation, state and local taxation, and corporate mergers, acquisitions and finance. He is a frequent lecturer on topics including the proper choice of legal entity for the operation of a business enterprise, drafting operating agreements for limited liability companies, international taxation, partnership taxation, and like-kind exchanges.  He is an Adjunct Professor at the University of Colorado-Denver Business School and at the University of Colorado School of Law in Boulder. He is the author of "Colorado Limited Liability Company Forms and Practice Manual,” published by Data Trace Publishing. Before entering private practice he served as a judicial clerk to the U.S. Tax Court.       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.

• On-Demand

  Format

• 60

  Min.

• 9/28/25

  Avail. to
• DETAILS

"Founding Documents": Drafting Articles of Incorporation & Bylaws, Part 2

• Instructor(s):  Eric J. Zinn

"Founding Documents": Drafting Articles of Incorporation & Bylaws, Part 2 Though LLCs have become a default choice of entity for many businesses, corporations – C Corps and S Corps – still produce optimal results for many family-held businesses or businesses operating in industries where the corporate is preferred or required.  The founding documents of corporations – Articles of Incorporation, Stockholders’ Agreements, and bylaws – are complex, interlocking instruments that create and regulate the capital structure, governance, and finance of the business.  Very important issues of who can own stock, how that stock is valued and transferred, how major corporate decisions are made, and how disputes are resolved are all determined by these documents. This program will provide you with a practical guide to planning and drafting the essential founding documents of corporations Day 1: Practical planning and drafting founding documents Counseling clients about the allocation of voting power and distribution preferences Framework of law – what’s required, what can be modified, what’s discretionary Defining common stock characteristics – classes, voting rights Uses of preferred stock – classes, rights, preferences Tax issues to consider when drafting founding documents Day 2:          Instituting boards of directors – duties, restrictions, indemnification          Approval of shareholders – major transactions, voting thresholds, procedures          Restrictions on the transferability of stock          Major components of corporate bylaws          Common traps in drafting founding documents – avoiding later litigation   Speaker: Eric J. Zinn is of counsel in the Denver office of Kutak Rock, LLP.  He represents clients in clients in matters involving corporate, individual and partnership taxation, state and local taxation, and corporate mergers, acquisitions and finance. He is a frequent lecturer on topics including the proper choice of legal entity for the operation of a business enterprise, drafting operating agreements for limited liability companies, international taxation, partnership taxation, and like-kind exchanges.  He is an Adjunct Professor at the University of Colorado-Denver Business School and at the University of Colorado School of Law in Boulder. He is the author of "Colorado Limited Liability Company Forms and Practice Manual,” published by Data Trace Publishing. Before entering private practice he served as a judicial clerk to the U.S. Tax Court.       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. 

• On-Demand

  Format

• 60

  Min.

• 9/29/25

  Avail. to
• DETAILS

1031 Like-Kind Exchanges in Trust and Estate Planning

• Instructor(s):  Anthony Licata, Susan Wheatley

For clients with significant real estate portfolios in their estates, Section 1031 like-kind exchanges can be a very effective tool for deferring gain. Recent tax legislation has scrambled familiar tax, economic, and practical considerations for making a like-kind exchange, in some circumstances making these techniques more attractive than before, but in others (incoming producing property) less attractive.  There are also substantial real estate law traps in like-kind exchanges.  This program will provide you with a practitioner’s guide to using new like-kind exchange rules in trust and estate planning.    Trust and estate planning opportunities using Section 1031 like-kind exchanges How the 2017 tax law changed conventional considerations of using like-kind exchanges Review of major non-estate tax issues for estate planners when using like-kind exchanges Circumstances when it no long makes sense to use like-kind exchanges for income-producing party Real estate traps when using like-kind exchanges in trust planning   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.  Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School. Susan Wheatley is a partner in the Cincinnati office of Taft Stettinius & Hollister LLP and chair of its trust and estate planning practice. Her practice focuses on advising clients on their estate and business succession planning.  She also advises clients about sophisticated charitable and gifting giving strategies. She is a Fellow of the American College of Trust and Estate Counsel and an adjunct professor of law at the University of Cincinnati College of Law.  Ms.Wheatley earned her B.A. at Yale University and her J.D. from Northwestern 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.

• On-Demand

  Format

• 60

  Min.

• 1/19/25

  Avail. to
• DETAILS

2022 Annual Meeting - "Jurisdiction" by Agreement - A Discussion of Criminal Jurisdiction Post-McGirt and How Governmental Agreements Impact It

• Instructor(s):  Oklahoma Bar Association CLE Department

  Filmed as part of the 2022 Annual Meeting - Criminal Track      "Jurisdiction" by Agreement - A Discussion of Criminal Jurisdiction Post-McGirt and How Governmental Agreements Impact It Chrissi Ross Nimmo     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. 

• On-Demand

  Format

• 49

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Annual Meeting - Criminal Jurisdiction Developments in Indian Country: Castro-Huerta & VAWA 2022

• Instructor(s):  Oklahoma Bar Association CLE Department

  Fimed as part of the 2022 Annual Meeting - Criminal Track      Criminal Jurisdiction Developments in Indian Country: Castro-Huerta & VAWA 2022 Arvo Mikkanen      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. 

• On-Demand

  Format

• 38

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Annual Meeting - Criminal Track

• Instructor(s):  Oklahoma Bar Association CLE Department

  Filmed during the 2022 Annual Meeting - Criminal Track      DUIs in Indian Country: A Post McGirt Analysis and Update Sabah Khalaf   Tribal Court Victims' Rights and Criminal Practice Jacintha Webster   Tribal Prosecution and the Violence Against Women Act Debra Gee   "Jurisdiction" by Agreement - A Discussion of Criminal Jurisdiction Post-McGirt and How Governmental Agreements Impact It Chrissi Ross Nimmo   Criminal Jurisdiction Developments in Indian Country: Castro-Huerta & VAWA 2022 Arvo Mikkanen      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. 

• On-Demand

  Format

• 236

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Annual Meeting - DUIs in Indian Country: A Post McGirt Analysis and Update

• Instructor(s):  Oklahoma Bar Association CLE Department

  Filmed as part of the 2022 Annual Meeting - Criminal Track      DUIs in Indian Country: A Post McGirt Analysis and Update Sabah Khalaf   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. 

• On-Demand

  Format

• 48

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Annual Meeting - Family Law-Domestic Violence

• Instructor(s):  Family Law Section

Filmed as part of the 2022 Oklahoma Bar Association Family Law Section Annual Meeting  Family Law-Domestic Violence              Domestic Violence: Using Non-Physical Abuse to Explain a Pattern of Power and Control   Maleaha Brown, Associate Professor, Southwestern Law School, Los Angeles, California        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. 

• On-Demand

  Format

• 133

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Annual Meeting - Family Law-Recent Developments

• Instructor(s):  Family Law Section

Filmed as part of the 2022 Oklahoma Bar Association Family Law Section Annual Meeting  Family Law-Recent Developments          Recent Developments in Family Law    Professor Robert G. Spector            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. 

• On-Demand

  Format

• 52

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Annual Meeting - Joint Judicial Session - Tribal Supreme Court Justice Panel

• Instructor(s):  Oklahoma Bar Association CLE Department

  Filmed as part of 2022 Annual Meeting - Joint Judicial Session Tribal Supreme Court Justice Panel Moderated by OBA President James R. "Jim" Hicks   Combined Criminal Track and Property Track - ManyCourts: Tribal Supreme Court Judicial Panel Jim Hicks, Moderator Mark Colbert Shawna S. Baker Trent Shores     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. 

• On-Demand

  Format

• 45

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Annual Meeting - Lawyers Helping Lawyers

• Instructor(s):  Oklahoma Bar Association CLE Department

Filmed during the 2022 Annual Meeting Lawyers Helping Lawyers     Survive and Thrive: Vicarious Trauma in the Law and What to do about it.  Trauma and vicarious trauma is virtually everywhere in the legal world.  This program looks at how vicarious trauma affects clients and attorneys.  It also overviews types of direct and secondary trauma experienced by lawyers and clients, how such trauma affects wellness, and skills to process trauma or prevent it from causing mental health issues. Suicide Prevention: ASK About Suicide to Save a Life Attorneys often interact with colleagues or clients at risk for suicide. In this program, we will watch a video on suicide prevention focusing on the legal realm and provide participants with an overview of the basic epidemiology of common mental health issues, suicide and suicidal behavior, and risk and protective factors. Participants will learn to recognize warning signs—behaviors and characteristics that might indicate elevated risk for suicidal behavior.  It will also cover what to do if a person they think might be at risk, including guidance for referring the person to help. The movie will be followed with a discussion to learn ways to identify and help fellow attorneys who may be thinking about suicide.  Mindfulness and the Practice of Law: Panel Discussion.    According to research, mindfulness is a leading solution to anxiety and of course anxiety is one of the most common problems for lawyers.  In this panel discussion, we will look at powerful research regarding the benefits of breathing exercises and other real-life strategies that you can use in your busy professional life to help achieve a successful work-life balance. This panel will be open for discussion and questions to talk about what mindfulness can look like in your everyday practice.   Speakers:  Scott B. Goode; Shelia Naifeh; Michelle Fontenot; and Paul Jacobs.   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. 

• On-Demand

  Format

• 152

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Annual Meeting - Legal Ethics Issues in Indian Country

• Instructor(s):  Oklahoma Bar Association CLE Department

  Filmed as part of the 2022 Annual Meeting - Property Track      Legal Ethics Issues in Indian Country Conor Cleary     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. 

• On-Demand

  Format

• 50

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Annual Meeting - McGirt and the Energy Sector

• Instructor(s):  Oklahoma Bar Association CLE Department

  Filmed as part of the 2022 Annual Meeting - Property Track      McGirt and the Energy Sector Stephanie Moser     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. 

• On-Demand

  Format

• 47

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Annual Meeting - Plenary

• Instructor(s):  Oklahoma Bar Association CLE Department

Filmed during 2022 Annual Meeting     2022 Annual Meeting - Plenary Our Thursday morning plenary session will feature a variety of topics related to tribal sovereignty. Dr. Robert Warrior and Casey Ross.      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. 

• On-Demand

  Format

• 149

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Annual Meeting - Probate and Quiet Title Considerations

• Instructor(s):  Oklahoma Bar Association CLE Department

  Filmed as part of the 2022 Annual Meeting - Property Track      Probate and Quiet Title Considerations Jennifer Krieg     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. 

• On-Demand

  Format

• 49

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Annual Meeting - Property Track

• Instructor(s):  Oklahoma Bar Association CLE Department

  Filmed during the 2022 Annual Meeting - Property Track      Legal Ethics Issues in Indian Country Conor Cleary   The Regulatory Interface Between the Oklahoma Commissioned Tribes Dana Murphy   Probate and Quiet Title Considerations Jennifer Krieg   McGrit and the Energy Sector Stephanie Moser   Taxation in Indian Country Greg Buzzard     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.   

• On-Demand

  Format

• 248

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Annual Meeting - Taxation in Indian Country

• Instructor(s):  Oklahoma Bar Association CLE Department

  Filmed as part of the 2022 Annual Meeting - Property Track      Taxation in Indian Country Greg Buzzard     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.   

• On-Demand

  Format

• 49

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Annual Meeting - Tribal Court Victims' Rights and Criminal Practice

• Instructor(s):  Oklahoma Bar Association CLE Department

  2022 Annual Meeting Criminal Track      Criminal Track -Tribal Court Victims' Rights and Criminal Practice Jacintha Webster     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.   

• On-Demand

  Format

• 46

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Annual Meeting - Tribal Prosecution and the Violence Against Women Act

• Instructor(s):  Oklahoma Bar Association CLE Department

  Filmed as part of the 2022 Annual Meeting - Criminal Track      Tribal Prosecution and the Violence Against Women Act Debra Gee     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. 

• On-Demand

  Format

• 54

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Banking and Commercial Law Update

• Instructor(s):  OBA Banking and Commercial Law Section

2022 Banking and Commercial Law Update  Cosponsored by the OBA Banking and Commercial Law Section  Program Planner: Eric Johnson, Hudson Cook, LLP      2022 Banking UpdatesMatt Mowdy, General Counsel, Oklahoma Banking Department Tales From the Trenches (OBA Recording) Phil Fraim, Oklahoma Attorneys Mutual Insurance Company Isaac Fraim, Oklahoma Attorneys Mutual Insurance CompanyAlison Cave, Oklahoma Attorneys Mutual Insurance Company New Age of Cyber Security: the ‘Show Me’ Era of Compliance with Cyber Security Controls?Jonathan Kimmitt, Chief Information Security Officer, The University of Tulsa  2022 Amendments to the Uniform Commercial Code - Emerging TechnologiesJudge Balkman, District Judge Professor Sepinuck  Virtual Currencies Update Miles Pringle, EVP/General Counsel - The Bankers Bank  CFPB Updates for the Banking/Commercial Lawyer Eric Johnson, Partner, Hudson Cook, LLP          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.     

• On-Demand

  Format

• 305

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Employment Law Seminar

• Instructor(s):  Oklahoma Employment Lawyers Association & the OBA’s Labor and Employment Law Section

2022 Employment Law Seminar Presented by the Oklahoma Employment Lawyers Association & the OBA’s Labor and Employment Law Section       * 10th Circuit and Oklahoma Employment Law Update Leah Roper   * Trial Tips, Tricks and Dealing with the Unknown (Ethics) Justin P. Grose, Ogletree Deakins; Amber L. Hurst, Hammons, Hurst & Assoc.   * Arbitration v. Trial: Differences, Parallel and Avoiding Minefields Navigating Between the Two from the Perspective of an Arbitrator and Advocate Chris S. Thrutchley, Gable Gotwals   * Wage & Hour Update: New Laws, Rules & Strategies Philip R. Bruce, McAfee & Taft   * Oklahoma’s Medical Marijuana Laws: Still the Wild Wild West? Brian T. Jones, Brian Ted Jones, P.C.   * Trading Places: Transitioning from Outside Counsel to In-House Advisor Kim Tran, Toptal (Of Counsel)     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. 

• On-Demand

  Format

• 330

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Solo and Small Firm Conference - Advising the Cannabis Client

• Instructor(s):  OBA Solo and Small Firm Committee

Filmed during the 2022 Solo and Small Firm Conference   Advising the Cannabis Client Felina N. Rivera and Amber Peckio Garrett     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. 

• On-Demand

  Format

• 57

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Solo and Small Firm Conference - Coping with Conflicts of Interest

• Instructor(s):  OBA Solo and Small Firm Committee

Filmed during the 2022 Solo and Small Firm Conference   Coping with Conflicts of Interest Richard Stevens     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. 

• On-Demand

  Format

• 45

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Solo and Small Firm Conference - Dealing with Relocations and Custody Modifications

• Instructor(s):  OBA Solo and Small Firm Committee

Filmed during the 2022 Solo and Small Firm Conference   Dealing with Relocations and Custody Modifications Professor Robert Spector     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. 

• On-Demand

  Format

• 49

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Solo and Small Firm Conference - Digital Legal Marketing in 2022

• Instructor(s):  OBA Solo and Small Firm Committee

Filmed during the 2022 Solo and Small Firm Conference   Digital Legal Marketing in 2022 Ryan Dobbs     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. 

• On-Demand

  Format

• 63

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Solo and Small Firm Conference - Document Generation Workflows and Why They Matter

• Instructor(s):  OBA Solo and Small Firm Committee

Filmed during the 2022 Solo and Small Firm Conference   Document Generation Workflows and Why They Matter Kenton Brice     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. 

• On-Demand

  Format

• 55

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Solo and Small Firm Conference - Evaluating Technology Tools – A Toolkit for Legal Professionals

• Instructor(s):  OBA Solo and Small Firm Committee

  Filmed during the 2022 Solo and Small Firm Conference   Evaluating Technology Tools – A Toolkit for Legal Professionals Kenton Brice     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. 

• On-Demand

  Format

• 52

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Solo and Small Firm Conference - Everything a Small Firm Lawyer Needs to Know About Electronic Discovery

• Instructor(s):  OBA Solo and Small Firm Committee

Filmed during the 2022 Solo and Small Firm Conference   Everything a Small Firm Lawyer Needs to Know About Electronic Discovery Brett Burney     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. 

• On-Demand

  Format

• 115

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Solo and Small Firm Conference - How to Collect, Preserve and Produce Text Messages From Mobile Devices

• Instructor(s):  OBA Solo and Small Firm Committee

Filmed during the 2022 Solo and Small Firm Conference   How to Collect, Preserve and Produce Text Messages From Mobile Devices Brett Burney     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. 

• On-Demand

  Format

• 60

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Solo and Small Firm Conference - Reservation? What Does That Mean Post McGirt?

• Instructor(s):  OBA Solo and Small Firm Committee

Filmed during the 2022 Solo and Small Firm Conference   Reservation?  What Does That Mean Post McGirt? Victoria Holland     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. 

• On-Demand

  Format

• 54

  Min.

• 12/31/24

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• DETAILS

2022 Solo and Small Firm Conference - The Alleged, the Acknowledge, and the Presumed

• Instructor(s):  OBA Solo and Small Firm Committee

Filmed during the 2022 Solo and Small Firm Conference   The Alleged, the Acknowledge, and the Presumed Krista Steuart     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. 

• On-Demand

  Format

• 56

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Year End Review - Day One

• Instructor(s):  Oklahoma Bar Association CLE Department

2022 Year End Review – Day One    Program Moderator  Janet Johnson, Oklahoma Bar Association CLE Director    Health Law Update  Maggie Martin, Crowe & Dunlevy, Oklahoma City    Bankruptcy Law Update  Craig Regens, Gable Gotwals, Tulsa    Oklahoma Tax Law Update  Rachel Mathew, Partner, Polston Tax Resolution & Accounting, Oklahoma City    Criminal Law Update  Barry L. Derryberry, Assistant Federal Public Defender, Tulsa    Cannabis Law Update  Felina Rivera, Renaissance Legal Solutions, Oklahoma City    Wellness Workshop   Robyn Goggs, Chance to Change, Oklahoma City        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.   

• On-Demand

  Format

• 295

  Min.

• 12/31/24

  Avail. to
• DETAILS

2022 Year End Review - Day Two

• Instructor(s):  Oklahoma Bar Association CLE Department

2022 Year End Review – Day Two   Program Moderator  Janet Johnson, Oklahoma Bar Association CLE Director      Business and Corporate Law Update  Gary Derrick, Derrick and Briggs, LLP, Oklahoma City    Law Office Management and Technology Update  Jim Calloway, Director of Management Assistance Program, Oklahoma Bar Association, Oklahoma City    Real Property Law Update  Kraettli Epperson, Mee Mee Hoge and Epperson, PLLP, Oklahoma City    Estate Planning and Probate Law Update  Terrell Monks, Oklahoma Estate Attorneys, PLLC, Oklahoma City    Family Law Update   Professor Robert Spector, University of Oklahoma College of Law, Norman    Ethics Update  Gina Hendryx, General Counsel, Oklahoma Bar Association, Oklahoma City      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.   

• On-Demand

  Format

• 300

  Min.

• 12/31/24

  Avail. to
• DETAILS

2023 Americans with Disabilities Act Update

• Instructor(s):  Jeanne Goldberg

This program will provide you with a comprehensive update of important developments related to the Americans with Disabilities Act.  The program will cover case law, administrative, and practical developments related to reasonable accommodation of disabilities in the workplace.  The panel will also discuss developments related to permissible job qualification standards, determining essential job functions, and judging the workplace performance of employees subject to the ADA. This program will provide you with a wide-ranging and practical review of important ADA developments.     Review of recent case law and regulatory developments Developments in job qualification standards Reasonable accommodation trends, including EEOC’s guidance Developments related to reassignment to another job category Trends in the interactive process    Speaker: Jeanne Goldberg is a Senior Attorney Advisor in the Office of Legal Counsel at the U.S. Equal Employment Opportunity Commission headquarters in Washington, D.C. She advises the Commission on the interpretation of Americans with Disabilities Act and the Genetic Information Nondiscrimination Act, among other federal statutes.  Prior to joining the EEOC, Ms. Goldberg was in private law practice specializing in civil rights litigation and argued EEO cases before the U.S. Courts of Appeals for the Fourth and D.C. Circuits.  She has also served as an adjunct law professor at the College and Mary.  Ms. Goldberg earned her B.A. from Northwestern University and her J.D. from George Washington University.    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. 

• On-Demand

  Format

• 60

  Min.

• 1/18/25

  Avail. to
• DETAILS

2023 Ethics in Civil Litigation Update, Part 1

• Instructor(s):  Thomas E. Spahn

This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice.  The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and drafting and negotiating settlement agreements.  The program will feature its annual tour of the waterfront of technology issues in litigation practice.  Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice. Day 1: ·         Ethics and technology in law practice review ·         Ethics and settlement agreements ·         Recent developments in conflicts of interest, part 1 Day 2: ·         Ethics, evidence and witnesses ·         Developments in confidentiality and preserving the attorney-client privilege ·         Recent developments in conflicts of interest, part 2 Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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    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. 

• On-Demand

  Format

• 60

  Min.

• 6/7/25

  Avail. to
• DETAILS

2023 Ethics in Civil Litigation Update, Part 2

• Instructor(s):  Thomas E. Spahn

This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice.  The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and drafting and negotiating settlement agreements.  The program will feature its annual tour of the waterfront of technology issues in litigation practice.  Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice. Day 1: ·         Ethics and technology in law practice review ·         Ethics and settlement agreements ·         Recent developments in conflicts of interest, part 1 Day 2: ·         Ethics, evidence and witnesses ·         Developments in confidentiality and preserving the attorney-client privilege ·         Recent developments in conflicts of interest, part 2 Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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    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.   

• On-Demand

  Format

• 58

  Min.

• 6/8/25

  Avail. to
• DETAILS

2023 Ethics Update, Part 1

• Instructor(s):  Lucian T. Pera, William Freivogel, Thomas E. Spahn

This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will provide you with an engaging discussion of ethics developments involving technology and law practice, conflicts of interest, and attoarney-client communications in a digital world where no one is truly unplugged. The panel will also discuss the ethics of withdrawing from a matter and firing a client and the ethics of developing new business.  This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice. Day 1: ·         Ethics and technology: A Potpourri ·         Ethics, competence, and AI: What are competence and the unauthorized practice of law in a specialized world? ·         Emerging issues in conflicts of interest, part 1   Day 2: ·         Ethics of firing a client ·         Ethics and client development ·         Emerging issues in conflicts of interest, part 2   Speakers: Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP.  His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility.  He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com.  Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. 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 20 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. and past chair of the ABA Business Law Section Committee on Professional Responsibility.  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. 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.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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. 

• On-Demand

  Format

• 60

  Min.

• 2/8/25

  Avail. to
• DETAILS

2023 Ethics Update, Part 2

• Instructor(s):  Lucian T. Pera, William Freivogel, Thomas E. Spahn

This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will provide you with an engaging discussion of ethics developments involving technology and law practice, conflicts of interest, and attoarney-client communications in a digital world where no one is truly unplugged. The panel will also discuss the ethics of withdrawing from a matter and firing a client and the ethics of developing new business.  This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice.   Day 1: ·         Ethics and technology: A Potpourri ·         Ethics, competence, and AI: What are competence and the unauthorized practice of law in a specialized world? ·         Emerging issues in conflicts of interest, part 1   Day 2: ·         Ethics of firing a client ·         Ethics and client development ·         Emerging issues in conflicts of interest, part 2     Speakers: Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP.  His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility.  He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com.  Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. 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 20 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. and past chair of the ABA Business Law Section Committee on Professional Responsibility.  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. 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.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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. 

• On-Demand

  Format

• 60

  Min.

• 2/9/25

  Avail. to
• DETAILS

2023 Labor and Employment Law Update

• Instructor(s):  Oklahoma Bar Association

2023 Labor and Employment Law Update   Description: The 2023 OBA Labor and Employment Law Section’s annual CLE features esteemed speakers who are specialists in their fields covering important and relevant legal updates. CLE attendees will receive their ethics credit for the year, and this event serves as a great opportunity for practitioners to network with other attorneys of the labor & employment section.   Time Topic Speaker 9:00-10:00   Oklahoma's Office of Civil Rights Enforcement: Updates and Tips for Representing Your Client at the OCRE   Charles C. Vaught, Office of Civil Rights Enforcement   10:00-11:00   Updates from the Equal Employment Opportunity Commission: The Current Status of the Pregnant Workers Fairness Act (How Far We've Come and Where We Go From Here)   Patrick Holman, Lauren Johnston, Equal Employment Opportunity Commission   11:00-11:10 Break 11:10-12:10   Litigator to Mediator: Navigating the Legal & Ethical Hurdles to Better Represent Your Client in Mediation (Ethics)   Courtney K. Warmington, Fuller Tubb & Buckford, PLLC   12:10-12:40 Lunch (Included in Registration) 12:40-2:00   Nuances of the Garcetti/Pickering Test: Burdens, Evidentiary Matters, Applications & Exceptions to the Garcetti/Pickering Analysis   Mark Hammons, Hammons, Hurst & Assoc.   2:00-2:10 Break 2:10-3:30   2023 Federal & State Law Update Philip R. Bruce, McAfee & Taft   3:30-4:30   How the Ending Forced Arbitration of Sexual Assault and Sexual Harassment Act Protects a Plaintiff's Right to a Jury Trial (Ethics)   Amber L. Hurst, Hammons, Hurst & Associates     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. 

• On-Demand

  Format

• 327

  Min.

• 12/31/24

  Avail. to
• DETAILS

2023 OBA Annual Meeting Full Day CLE

• Instructor(s):  OBA CLE Department

CONTINUING LEGAL EDUCATION ANNUAL MEETING PROGRAMMING NOVEMBER 1, 2023 SKIRVIN HOTEL OKLAHOMA CITY – GRAND BALLROOM   MCLE Credit – 4 General and 1 Ethics   CORE CONCEPTS IN NONPROFIT LAW - Jeri D. Holmes, Nonprofit Soultions PROFESSIONALISM COMMITTEE PANEL ON PROFESSIONALISM AND CIVILITY (ETHICS) - Judge Anthony Bonner, Oklahoma Co., - Judge Sheila D. Stinson, Oklahoma Co., - John W. Coyle III, Coyle Law Firm SPECIAL CONSIDERATIONS FOR DEPLOYED CLIENTS - Scott Goode and Chelsea Mabrey FILING YOUR FIRST (OR NEXT) EXPUNGEMENT - Melissa Brooks, Oklahoma Access to Justice ARTIFICIAL INTELLIGENCE AND THE LAW - PROMISE OR PERIL? - Julie Bays and Jim Calloway     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. 

• On-Demand

  Format

• 247

  Min.

• 1/24/25

  Avail. to
• DETAILS

2023 OBA Family Law Section Annual Meeting

• Instructor(s):  OBA Family Law Section

Presented at the 2023 Oklahoma Bar Association Annual Meeting.      Panel Discussion: Mental Health and Substance Abuse Evaluations in Family Law Cases Hon. Charles Gass (Canadian County), Hon. Deborah Reheard (Okmulgee County) & Hon. James M. Siderias (Oklahoma County) Moderator: Brita Cantrell   Mental Health Records and Domestic Violence DVIS, Tulsa Moderator: Ron Gore      RECENT DEVELOPMENTS IN FAMILY LAW Prepared by Professor Robert Spector Virginia Henson, Norman     Confidentiality:  Navigating the Complex Intersections of the Right to Privacy Dewayne Moore, Inspector General with the Oklahoma Department Mental Health and Substance Abuse Services     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. 

• On-Demand

  Format

• 268

  Min.

• 11/12/25

  Avail. to
• DETAILS

2023 Solo and Small Conference - Cyber Security Awareness Training

• Instructor(s):  Susan Wilson

Presented at 2023 OBA Sola and Small Firm Conference  Cyber Security Awareness Training   Designed for legal professionals, this program equips you with essential knowledge to safeguard sensitive client information. Learn from Susan Wilson as she guides you through threat assessment, data protection, incident response, and best practices for securing your firm's digital assets. Don't compromise on the security of your practice—enroll in our program today!   Presented by: SUSAN WILSON Go Security Pro LLC  Susan Wilson is the Co-Founder and President of Go Security Pro, a cybersecurity firm focusing on Risk Assessments, Ethical Hacking/Penetration Testing, Vulnerability Management, and Cybersecurity Advisory Services. Our clients include government agencies, higher education, critical infrastructure including power generation, power distribution, and health care. Proudly, much of our work in health care goes in front of the Office of Civil Rights in HIPAA breach actions. Susan has a Juris Doctorate from The George Washington University Law School and is admitted to practice in Oklahoma and Maryland. She spent 5 years helping build the legal profession for the University of Oklahoma College of Law as the Director of Admissions. Susan brings a unique blend of law and cybersecurity to our consulting practice that strengthens our business relationships, informs every customer engagement, and ensures our deliverables are audit ready.   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. 

• On-Demand

  Format

• 46

  Min.

• 6/23/25

  Avail. to
• DETAILS

2023 Solo and Small Conference - Document Automation to Build an Unbundled Legal Product

• Instructor(s):  Kenton Brice

Presented at 2023 OBA Solo and Small Firm Conference  Document Automation to Build an Unbundled Legal Product   Unlock the potential of document automation as Kenton Brice guides you through the latest techniques and technologies. Learn how to seamlessly integrate data with your legal expertise, saving valuable time and resources. This program empowers legal professionals to create legal documents such as contracts, agreements, and pleadings with ease. Enroll today and revolutionize your document creation process to maximize productivity and efficiency!   Presented by:  KENTON BRICE  Director of the Law Library at the University of Oklahoma College of Law  Kenton Brice is the Director of the Law Library at the University of Oklahoma College of Law. Prior to joining the College of Law, Kenton practiced as an associate attorney with the firm, Christman Kelley & Clarke, PC, where he gained extensive experience in the trial and appellate courtrooms and the boardroom, handling various litigation and transaction matters for the firm. During his short practice, Kenton earned honors as the Texas Appellate Lawyer of the Week by Texas Lawyer magazine for successfully appealing a case to the U.S. Court of Appeals for the Fifth Circuit as well as becoming a member of the Texas Bar Association's Pro Bono College for serving on the board of directors and executive committee for the nonprofit, Serve Denton. In addition to his legal work, Kenton administered all the firm's technology to enhance the firm's efficiency in all aspects of professional and legal work. Brice graduated from the University of Oklahoma College of Law in 2009. Kenton is a member of the American Association of Law Libraries, the Southwestern Association of Law Libraries, and the Texas 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. 

• On-Demand

  Format

• 52

  Min.

• 6/23/25

  Avail. to
• DETAILS

2023 Solo and Small Conference - Ethical Considerations of Using Cash Apps

• Instructor(s):  Julie Bays and Richard Stevens

Presented at 2023 OBA Solo and Small Firm Conference  Ethical Considerations of Using Cash Apps    “Can I just Venmo you the retainer?” If a potential client hasn’t asked you that question yet, just wait. So many people never write a check today. But many use Cash apps instead of credit cards. Is it appropriate and ethical to accept fee payment by cash app? Is there a difference when it is a retainer versus a payment on a bill for services? Can you ethically attach a payment app to your trust account to facilitate receiving retainers?   Presented by: JULIE BAYS Practice Management Advisor, Oklahoma Bar Association  Ms. Bays joined the Oklahoma Attorney General's Office in April of 2002 where was responsible for prosecuting antitrust and consumer protection cases. Ms. Bays served on various task forces and committees including the Oklahoma Bar Association Unauthorized Practice of Law Committee, the Federal Trade Commission Southwest Netforce, and the National Attorneys General Association Antitrust Policy Task Force. She taught various Continuing Legal Education classes for the State of Oklahoma including Electronic Discovery and Ethics, The Zen of E-Discovery, and The Risks of Identity Theft and Consumer Fraud. Ms. Bays also traveled the state educating consumers regarding identity theft and other types of consumer and internet fraud. In January 2013, she was appointed Chief, Assistant Attorney General of the Consumer Protection Unit. In November of 2018, Ms. Bays joined the Oklahoma Bar Association as their Practice Management Advisor.  She works with the OBA Management Assistance Program to provide assistance to attorneys in using technology and other tools to efficiently manage their offices. Bays is also involved with the Access to Justice initiatives of the OBA such as Oklahoma Free Legal Answers. She is on the Planning Board for the American Bar Association’s TechShow 2024.   RICHARD STEVENS Ethics Counsel, Oklahoma Bar Association Norman attorney Richard Stevens serves as OBA ethics counsel. Most recently he was a solo practitioner following his retirement from the District 21 District Attorney’s Office in 2016 after 33 years as a prosecutor. He received both his B.A. (1978) and J.D. (1982) from OU. He is a member of the OBA Criminal Law Section and the Rules of Professional Conduct Committee. Mr. Stevens has served on the Professional Responsibility Commission (2017-2019), as an at-large governor (2013-2015) and vice president (2016) on the OBA Board of Governors. He is an active member of the Cleveland County Bar Association, having served on its Executive Committee from 2010-2012. He has been active with both the OBA and the Cleveland County Disaster Response and Relief committees and the OBA Lawyers for America’s Heroes Program.   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. 

• On-Demand

  Format

• 49

  Min.

• 6/24/25

  Avail. to
• DETAILS

2023 Solo and Small Conference - Law Firm Efficiency Overhaul: Optimize Your Technology for Maximum Performance

• Instructor(s):  Trevor Riddle

Presented at 2023 OBA Solo and Small Firm Conference Law Firm Efficiency Overhaul: Optimize Your Technology for Maximum Performance   There are many tools available today to automate and optimize your law practice. Tulsa attorney Trevor Riddle, who gave two presentations at ABA TECHSHOW 2023, will be teaching us about the technology he uses in his estate planning law practice. If you think automation tools are only for large firm lawyers, Riddle wants to introduce you to the tools he uses.   Presented by:  TREVOR RIDDLE Trevor Riddle is the founder of Riddle Law, PLLC, in Tulsa, Oklahoma. The firm helps clients prepare for every stage of life through a full menu of estate and business planning services. The owner of a small firm and former shareholder in another, Trevor is well acquainted with the issues and obstacles faced by solo and small firm attorneys. He has devoted significant time to finding technology-based solutions to these unique challenges. Through technology, Trevor has found opportunities to reduce law firm expenses and increase revenue while delivering outstanding client service. Trevor is licensed in Oklahoma and Kansas. He conducts regular research on legal technology issues and has written and presented on numerous legal technology topics. He is an active member of the Oklahoma and Kansas bar associations, the Tulsa County Bar Association, and the ABA’s Law Practice Division and Solo, Small Firm and General Practice Division. Since 2018, his peers have selected him as one of the Best Lawyers in America. In 2022 and 2023, Best Lawyers in America recognized him as a Lawyer of the Year.  Trevor is an avid outdoors person. He volunteers for several conservation groups and can often be found in the field with his Pudelpointer, Loretta.     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. 

• On-Demand

  Format

• 55

  Min.

• 6/23/25

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2023 Solo and Small Conference - The Benefits for Lawyers of Using Plain Language

• Instructor(s):  Melissa Brooks and Shandi Stoner (Campbell)

Presented at 2023 OBA Solo and Small Firm Conference The Benefits for Lawyers of Using Plain Language   The first year of law school involves learning a lot of new legal terminology. It is only natural that we lawyers want to use our expanded vocabulary. But when communicating with clients who haven’t been to law school or drafting  a document that a jury might be examining in litigation, the benefits from avoiding “legalese” and using language that everyone can understand are many. Using plain language is an important skill for today’s lawyer.   Presented by:  MELISSA BROOKS  Director of Legal Information and Engagement of Legal Information and Engagement, Oklahoma Access to Justice Foundation   SHANDI CAMPBELL  Director of Landlord/Tenant Resource Center, Housing Solutions   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. 

• On-Demand

  Format

• 45

  Min.

• 6/24/25

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2023 Uniform Commercial Code/Commercial Law Update

• Instructor(s):  Steven O. Weise

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. 

• On-Demand

  Format

• 60

  Min.

• 1/6/25

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2023 Wage & Hour Update: New Overtime Rules

• Instructor(s):  Chris Jalian and Jennifer Milazzo

2023 Wage & Hour Update: New Overtime Rules Wage and hour regulations impact every employer. Whether a worker is classified as an employee or independent contractor and employees as “exempt” or “non-exempt” for purposes of overtime has major implications for employer tax and non-tax compliance.  Failure to properly classify a worker can lead to substantial financial liability for employers and compliance has become more difficult as employers, following commercial trends, employee more “gig” workers or independent contractors.  Enforcement by the US Department of Labor and state equivalents is increasing.  This program will provide you with a practical guide to major developments in overtime rules and regulations and provide guidance on best practices to avoid liability.   ·         Major case law and regulatory developments impacting overtime compliance ·         Continuing classification litigation around “gig” economy workers ·         Anticipated Biden Administration changes to overtime rules ·         Changes to the “PAID” independent audit program ·         Best practices to avoid misclassification liability   Speaker: Chris Jalian is an attorney in the Los Angeles office of Paul Hastings, LLP, where he represents employers in all aspects of labor and employment law, including wage-and-hour matters and discrimination. He has experience with class and representative actions, multi-plaintiff, and single-plaintiff lawsuits defending employers in state and federal courts in cases involving federal and state antidiscrimination, equal pay and whistleblower laws, the Fair Labor Standards Act, and a variety of state wage and hour laws. He also counsels clients to ensure compliance with wage and hour requirements. Mr. Jalian earned his B.A., cum laude, from the University of California, Los Angeles and his J.D. from Columbia Law School.   Jennifer Milazzo is an attorney in the Los Angeles office of Paul Hastings, LLP, where she represents employers in all aspects of labor and employment law, including harassment, discrimination, retaliation, wrongful termination, and wage and hour issues, in both single-plaintiff and class-action matters. Prior to entering private practice, Ms. Milazzo served as a judicial extern to the Judge Stephen Wilson of the United States District Court for the District of California. Ms. Milazzo earned her B.A. from the University of San Francisco and her 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. 

• On-Demand

  Format

• 60

  Min.

• 4/19/25

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2023 Year End Review - Day One

• Instructor(s):  OBA CLE Department

2023 Year End Review – Day One  Webcast Program Moderator  Gigi McCormick, Oklahoma Bar Association, Director of Educational Programs   8:30 a.m.  Registration and Continental Breakfast     9:00 a.m.   Exploring the 8 Dimensions of Wellness  Nanci Cosby, A Chance to Change, Oklahoma City ~Sponsored by Lawyers Helping Lawyers~    9:50 a.m.   Break    10:00 a.m.  Bankruptcy Law Update  Brandon Bickle, Gable Gotwals, Tulsa    10:50 a.m.  Break    11:00 a.m.  Cannabis Law Update  Amber Peckio Garrett, Amber Law Group, Tulsa       11:50 a.m.  Networking lunch (included in registration)    12:30 p.m.   Criminal Law Update  Barry L. Derryberry, First Assistant Federal Defender, Tulsa    1:20 p.m.  Break    1:30 p.m.  Health Law Update Maggie Martin, Chief Legal Officer, Oklahoma Hospital Association, Oklahoma City   2:20 p.m.  Break    2:30 p.m.  Oklahoma Tax Law Update  Rachel Mathew, Partner, Polston Tax Resolution & Accounting    3:20 p.m.  Adjourn        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.   

• On-Demand

  Format

• 305

  Min.

• 12/31/25

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2023 Year End Review - Day Two

• Instructor(s):  OBA CLE Department

2023 Year End Review – Day TwoWebcast  Program Moderator Gigi McCormick, OBA, Director of Educational Programs 8:30 a.m. Registration and Continental Breakfast   9:00 a.m.  Business and Corporate Law Update Gary Derrick, Derrick and Briggs, LLP, Oklahoma City  9:50 a.m.  Break  10:00 a.m. Law Office Management and Technology Update Jim Calloway, Director of Management Assistance Program, OBA, Oklahoma City Julie Bays, Practice Management Advisor, OBA, Oklahoma City  10:50 a.m. Break  11:00 a.m. Real Property Law Update Kraettli Epperson, Mee Mee Hoge and Epperson, PLLP, Oklahoma City  11:50 a.m. Networking lunch (included in registration)  12:30 p.m.  Estate Planning and Probate Law Update Terrell Monks, Oklahoma Estate Attorneys, PLLC, Oklahoma City  1:20 p.m. Break  1:30 p.m. Family Law Update  Monica Dionisio, Dionisio Sherwood Law Firm, Oklahoma City  2:20 p.m. Break  2:30 p.m. Ethics Update Gina Hendryx, General Counsel, Oklahoma Bar Association, Oklahoma City  3:20 p.m. Adjourn    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. 

• On-Demand

  Format

• 298

  Min.

• 12/31/25

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2024 Americans with Disabilities Act Update

• Instructor(s):  Jeanne Goldberg

2024 Americans with Disabilities Act Update This program will provide you with a comprehensive update of important developments related to the Americans with Disabilities Act.  The program will cover case law, administrative, and practical developments related to reasonable accommodation of disabilities in the workplace.  The panel will also discuss developments related to permissible job qualification standards, determining essential job functions, and judging the workplace performance of employees subject to the ADA. This program will provide you with a wide-ranging and practical review of important ADA developments.           Review of recent case law and regulatory developments         Developments in job qualification standards         Reasonable accommodation trends, including EEOC’s guidance         Developments related to reassignment to another job category         Trends in the interactive process    Speakers: Jeanne Goldberg is a Senior Attorney Advisor in the Office of Legal Counsel at the U.S. Equal Employment Opportunity Commission headquarters in Washington, D.C. She advises the Commission on the interpretation of Americans with Disabilities Act and the Genetic Information Nondiscrimination Act, among other federal statutes.  Prior to joining the EEOC, Ms. Goldberg was in private law practice specializing in civil rights litigation and argued EEO cases before the U.S. Courts of Appeals for the Fourth and D.C. Circuits.  She has also served as an adjunct law professor at the College and Mary.  Ms. Goldberg earned her B.A. from Northwestern University and her J.D. from George Washington University.        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. 

• On-Demand

  Format

• 60

  Min.

• 3/14/26

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2024 Banking and Commercial Law Update

• Instructor(s):  OBA Financial Institutions and Commercial Law Section

2024 Banking and Commercial Law Update Presented by the OBA Financial Institutions and Commercial Law Section Program Planner: Eric L. Johnson AGENDA   TIME TOPIC SPEAKER     A Friend of a Friend Had  a Data Breach: Lessons for Banks from MOVEit and Other Vendor Breaches Anthony Hendricks, Shareholder/Director, Crowe & Dunlevy   The New UCC Article 12:  Explained Through Illustrations & Examples Professor Stephen Sepinuck, Vanderbilt Law School     Banking Law Updates Professor Sally Henry, Texas Tech University School of Law     State Commercial Finance Disclosure Laws and New State Regulations Lori E. Eropkin, Partner, Levinson Arshonsky Kurtz & Komsky, LLP     Bank Fraud and Other Deceptions: What Banks Need to Know Jessica L. Perry, Deputy Criminal Chief, U.S. Attorney’s Office - Western District of Oklahoma   Ethics, Addiction and More Richard Stevens, OBA Ethics Counsel   CFPB Updates for the Banking Lawyer Eric L. Johnson, Partner, Hudson Cook, LLP                                                               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.

• On-Demand

  Format

• 352

  Min.

• 12/31/26

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2024 Employment Law Seminar

• Instructor(s):  OELA & OBA Labor and Employment Law Section

2024 EMPLOYMENT LAW SEMINAR Presented by the Oklahoma Employment Lawyers Association and OBA Labor and Employment Law Section    AGENDA Let’s Talk About . . . Sex Discrimination, the State of LGBTQ Litigation & Its Impact on Employment Law Megan               Lambert, American    Civil Liberties Union of Oklahoma Artificial Intelligence in the Workplace: Ethical and Legal Considerations (Ethics) Lauren Barghols Hanna, Phillips Murrah Trial Techniques (Part 1): Ethical and Strategic Considerations in Identifying and Addressing Jury Biases (Ethics) Robert Ivy, Law Office of Robert H. Alexander, Jr. Trial Techniques (Part 2): Using Mock Juries, Focus Groups to Adapt Your Trial Strategy & Win Your Case Robert Ivy, Law Office of Robert H. Alexander, Jr.   Case Contract Law: Oklahoma’s (Forgotten?) Covenant of Good Faith & Fair Dealing Mark     E.     Hammons, Hammons, Hurst & Assoc Lawyer Wellness: Resources and Support to Address Burnout and Mental Health Scott B. Goode, Military Law Group Doozy of a Year: Federal & State Employment Law Update Amber L. Hurst, Hammons, Hurst & Assoc.       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.

• On-Demand

  Format

• 374

  Min.

• 12/31/26

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2024 Ethics and Social Media Update

• Instructor(s):  Thomas E. Spahn

2024 Ethics and Social Media Update Lawyers use social media technology to collect and share information, and communicate with others, not only personally but also when acting as lawyers. Important and probative information about a case can be more easily found on social media than elsewhere. Social media is also easily used to communicate with existing or potential clients, colleagues or opposing lawyers, and the public. These and other uses of social media raise substantial ethical issues for lawyers – competence, confidentiality, preservation of the attorney-client privilege, and honesty.  This program will provide you with a practical guide to ethical issues when lawyers use social media for communication purposes in law practice.          Communicating with parties, opposing attorneys, and witnesses via social media          Researching jurors, parties, witnesses and judges via social media          Ethical issues with blogging, e-newsletters/law updates to clients, posting video          “Friending” or otherwise connecting with judges, witnesses and others on social media          Trends in texting, confidentiality, and discoverability          Using web sites, online advertising and social media for client development   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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.

• On-Demand

  Format

• 60

  Min.

• 7/10/26

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2024 Ethics in Litigation Update, Part 1

• Instructor(s):  Lucian T. Pera, William Freivogel, Thomas E. Spahn

2024 Ethics in Litigation Update, Part 1 This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice.  The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and ethics in defense and common interest agreements.  The program will provide a wide-ranging discussion of the ethical issues that arise with the spread, use and development of technology in litigation.  Also, the panel will discuss ethical issues in discovery of digital files, records, and communications.  Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice.    Day 1 Ethics and discovery Ethics and preparing witnesses – the limits of coaching Recent developments in conflicts of interest, part 1   Day 2 Annual technology review – the many ways in which technology can cause ethical traps for lawyers in litigation Client confidentiality, the attorney-client privilege, and work product doctrine Recent developments in conflicts of interest, part 2   Speakers: Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP.  His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility.  He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com.  He is the immediate past Treasurer of the ABA and currently serves as Vice President of the Tennessee Bar Association.  Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. 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. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.For more than 30 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 a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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.

• On-Demand

  Format

• 60

  Min.

• 6/5/26

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• DETAILS

2024 Ethics in Litigation Update, Part 2

• Instructor(s):  Lucian T. Pera, William Freivogel, Thomas E. Spahn

2024 Ethics in Litigation Update, Part 2 This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice.  The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and ethics in defense and common interest agreements.  The program will provide a wide-ranging discussion of the ethical issues that arise with the spread, use and development of technology in litigation.  Also, the panel will discuss ethical issues in discovery of digital files, records, and communications.  Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice.    Day 1  Ethics and discovery Ethics and preparing witnesses – the limits of coaching Recent developments in conflicts of interest, part 1   Day 2 Annual technology review – the many ways in which technology can cause ethical traps for lawyers in litigation Client confidentiality, the attorney-client privilege, and work product doctrine Recent developments in conflicts of interest, part 2   Speakers: Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP.  His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility.  He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com.  He is the immediate past Treasurer of the ABA and currently serves as Vice President of the Tennessee Bar Association.  Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. 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. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.For more than 30 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 a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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.

• On-Demand

  Format

• 60

  Min.

• 6/6/26

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• DETAILS

2024 Ethics Update Part 1

• Instructor(s):  Lucian T. Pera, William Freivogel, Thomas E. Spahn

2024 Ethics Update Part 1 This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will provide you with an engaging discussion of ethics developments involving technology and law practice, conflicts of interest, and attoarney-client communications in a digital world where no one is truly unplugged. The panel will also discuss the ethics of withdrawing from a matter and firing a client and the ethics of developing new business.  This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice.   Day 1: Ethics and technology: A Potpourri Ethics, competence, and AI: What are competence and the unauthorized practice of law in a specialized world? Emerging issues in conflicts of interest, part 1   Day 2: Ethics of firing a client Ethics and client development Emerging issues in conflicts of interest, part 2   Speakers: Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP.  His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility.  He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com.  Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. 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 20 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. and past chair of the ABA Business Law Section Committee on Professional Responsibility.  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. 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.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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. 

• On-Demand

  Format

• 60

  Min.

• 2/8/26

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• DETAILS

2024 Ethics Update Part 2

• Instructor(s):  Lucian T. Pera, William Freivogel, Thomas E. Spahn

2024 Ethics Update Part 2 This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will provide you with an engaging discussion of ethics developments involving technology and law practice, conflicts of interest, and attoarney-client communications in a digital world where no one is truly unplugged. The panel will also discuss the ethics of withdrawing from a matter and firing a client and the ethics of developing new business.  This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice.   Day 1: Ethics and technology: A Potpourri Ethics, competence, and AI: What are competence and the unauthorized practice of law in a specialized world? Emerging issues in conflicts of interest, part 1   Day 2: Ethics of firing a client Ethics and client development Emerging issues in conflicts of interest, part 2   Speakers: Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP.  His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility.  He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com.  Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. 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 20 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. and past chair of the ABA Business Law Section Committee on Professional Responsibility.  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. 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.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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. 

• On-Demand

  Format

• 60

  Min.

• 2/9/26

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• DETAILS

2024 Family and Medical Leave Update

• Instructor(s):  Patrick F. Martin

2024 Family and Medical Leave Update This program will provide you with a practical guide to developments under the Family and Medical Leave Act and review trends in employee leave generally. The program will cover significant case law and regulatory developments, as well as the practical trends in dispute and litigation impacting your employer clients. The program will cover the impact of technology, contract employees, and other changes in the workforce, and discuss their impact on traditional leave law.  This program will provide you with a real-world guide to significant legal and practical developments under FMLA and employee leave generally. Case law and regulatory developments under the FMLA Developments related to “appropriate notice” Serious health condition requiring leave and practical application Remote and work-from-home workers and leave under the FMLA Responding to leave requests based on substance abuse Emerging cannabis issues   Speaker: Patrick F. Martin is a partner in the Miami office of Greenburg Traurig, LLP, where he has a national employment law practice. He represents employers of all sizes before state and federal courts, as well as administrative agencies such as the Department of Labor, the Equal Employment Opportunity Commission and the Florida Commission on Human Relations. He regularly litigates cases involving wrongful termination, employment discrimination, workplace harassment, public accommodation, wage and hour matters, and employee disability and leave issues. He also advises employers on preventive strategies to minimize potential litigation and assists in the development of policies to promote constructive employee relations. Mr. Martin earned his B.A. from the University of Virginia and his J.D. from Florida State University 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.

• On-Demand

  Format

• 60

  Min.

• 7/17/26

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• DETAILS

2024 GALPS Conference

• Instructor(s):  OBA Government and Administrative Law Practice Section

Government and Administrative Law Practice Section 2024 CLE Conference   AGENDA:    Duncan Marshall – Human Capital Management Mediation Process           Gerard D’Emilio – The Loper Bright Decision – Post Chevron Deference   Stasha Martin/Sarah Penn- The Civil Service Disciplinary Process   Tracy Osburn/Niki Batt – Employment Law   Courtney Templeton/David Donahoe – State Procurement Proces   Preston Draper - Ethics in GALPS     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.

• On-Demand

  Format

• 323

  Min.

• 12/31/26

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• DETAILS

2024 Legislative Kickoff

• Instructor(s):  Legislative Monitoring Committee

2024 Legislative Kickoff Welcome from President/Introduction LMC Chair Legislative Basics: Clay Taylor 90 Bills in 90 MinutesBILLS COVERED Government Law | Teena Gunter Courts | Judge Thad Balkman Real Estate/Trusts & Estates | Rhonda McLean Elections | Veronica Laizure Civil Litigation | Jason Reese Criminal Law | Ed Blau Energy & Environment | Kaylee Davis-Maddy Family Law | Stacy Acord Education | Jessica Sherrill Cannabis | Amber Peckio Garrett Legislative Panel: Moderator: Jari Askins Panel: Sen. Kay Floyd, Sen. Brent Howard,  Rep. Jon Echols       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.

• On-Demand

  Format

• 170

  Min.

• 2/1/25

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• DETAILS

2024 OBA Family Law Section Annual Meeting CLE

• Instructor(s):  OBA Family Law Section

This program was filmed during the 2024 OBA Annual Meeting, July 10-12, 2024 at the Embassy Suites in Norman, OK     EVENT / TOPIC LOCATION/SPEAKER   OBA FLS ANNUAL MEETING & FLS CLE DAY Kimberly Hays, Annual Meeting Chair   Military Pension Division: What You Need To Know In A Nutshell & The Camouflage Connection: Domestic Violence and the Military Mark E. Sullivan, Esq. Sullivan & Hilscher Family Law Raleigh, NC        RECENT DEVELOPMENTS IN FAMILY LAW Virginia Henson, Esq. Norman   Child Support and the Military Mark E. Sullivan, Esq. Sullivan & Hilscher Family Law Raleigh, NC   THE HIDDEN LAW: Analysis of Unpublished Family Law Cases Ryan Reaves, Esq. Oklahoma City       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.  

• On-Demand

  Format

• 231

  Min.

• 7/11/26

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• DETAILS

2024 Oklahoma Access to Justice Summit - Balancing Act: Pro Bono in Private Practice

• Instructor(s):  Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - Balancing Act: Pro Bono in Private Practice Pro bono service is an ethical and professional responsibility of all attorneys, but it can be challenging to weave into daily practice. Hear from practitioners and pro bono managers about different ways pro bono can fit into any practice.   PANEL MEMBERS:  Gigi McCormick, Director of Educational Programs, Oklahoma Bar Association Samantha Howell, Pro Bono director, Three Rivers Legal Services Grant Kincannon, Managing Attorney, Summit Law Group       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.  

• On-Demand

  Format

• 60

  Min.

• 10/30/26

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• DETAILS

2024 Oklahoma Access to Justice Summit - Closing Panel: The Lawyer as Changemaker

• Instructor(s):  Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - Closing Panel: The Lawyer as Changemaker Lawyers do not exist in silos, and those who are most effective at achieving social change build intentionally collaborative and interdisciplinary approaches. Hear from an inspiring panel of leaders discussing how they view the role of the Lawyer as Changemaker.    PANEL MEMBERS:  Tamya Cox-Toure, Executive Director, ACLU of Oklahoma Veronica Laizure, Deputy Director, Council of American-Islamic Relations - Oklahoma Colleen McCarty, Executive Director, Oklahoma Appleseed Center for Law and Justice Tia Ebarb Matt, Clinical Professor of Law & Director of Experiential Education, OCU 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.  

• On-Demand

  Format

• 60

  Min.

• 10/30/26

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• DETAILS

2024 Oklahoma Access to Justice Summit - Courts in the Community

• Instructor(s):  Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - Courts in the Community Courts are often intimidating and difficult to access for vulnerable populations. Hear about several examples of courts that are embracing different models to ensure trust from and access to the community.    PANEL MEMBERS:  Manny Hernandez, Community Relations Coordinator, Oklahoma City Municipal Court House Gerald Hofmeister, Municipal Court Judge, City of Tulsa Grace Spulak, Senior Court Management Consultant, National Center for State Courts       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.

• On-Demand

  Format

• 60

  Min.

• 10/30/26

  Avail. to
• DETAILS

2024 Oklahoma Access to Justice Summit - Exploring New Models for Legal Access: Community Justice Workers

• Instructor(s):  Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - Exploring New Models for Legal Access: Community Justice Workers.  A new approach to addressing legal deserts has been building across the country - training and supporting allied professionals to provide high-quality legal information and resources, and in some cases, supervised legal advice. Hear from models across Oklahoma and other states how community justice workers are expanding access to the legal system.      PANEL MEMBERS:   Joy Anderson, Community Justice Worker Resource Center Co-Director, Alaska Legal Services Corporation   Valerie Falls Down, Tribal Advocacy Coordinator, Tribal Advocacy Incubator Project   Stephanie Hudson, Executive Director, Oklahoma Indian Legal Services   Hayden Ramsey, Community Justice Worker, Montana Legal Services Association   Jennifer Tallbear, Community Justice Worker, Oklahoma Indian Legal Services           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.  

• On-Demand

  Format

• 60

  Min.

• 10/30/26

  Avail. to
• DETAILS

2024 Oklahoma Access to Justice Summit - Law + Policy: Taking Action on Eviction

• Instructor(s):  Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - Law + Policy: Taking Action on Eviction All areas of law are an intersection between policy and practice, but none has had a higher level of visibility recently than eviction. Hear from a panel of practitioners and policy experts on how a coordinated approach between lawyers and advocates can make for better policy change.      PANEL MEMBERS:    Greg Beben, Attorney, Legal Aid Services of Oklahoma   Samira Nazem, Principal Court Management Consultants, National Center for State Courts   Delia Kimbrel, Director of Research and Data Strategy, ImpactTulsa   Jenna Pilcher, Staff Attorney, Oklahoma City University           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.

• On-Demand

  Format

• 60

  Min.

• 10/30/26

  Avail. to
• DETAILS

2024 Oklahoma Access to Justice Summit - Opening Plenary: The Lawyer as Citizen

• Instructor(s):  Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - Opening Plenary: The Lawyer as Citizen Hear inspiring remarks from Oklahoma City Mayor David Holt, Dean of Oklahoma City University College of Law. He will address the role of lawyer as citizen, and how the ideals of the law can inform collaborative, community-driven work.          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.

• On-Demand

  Format

• 25

  Min.

• 10/30/26

  Avail. to
• DETAILS

2024 Oklahoma Access to Justice Summit - Paths to Passion: Pursuing Public Interest Careers

• Instructor(s):  Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - Paths to Passion: Pursuing Public Interest Careers Public interest careers can be a rewarding path at any point in a career journey. Hear from people responsible for hiring as well as attorneys who started their public interest journeys from different starting points on how and why to explore a career in public service.    PANEL MEMBERS:  Jessica Earley, Attorney  Stephanie Hudson, Executive Director, Oklahoma Indian Legal Services Paul Middleton, Attorney, Legal Aid Services of Oklahoma       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.  

• On-Demand

  Format

• 60

  Min.

• 10/30/26

  Avail. to
• DETAILS

2024 Oklahoma Access to Justice Summit - Removing Barriers: Criminal Costs and Fines Modifications

• Instructor(s):  Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - Removing Barriers: Criminal Costs and Fines Modifications Oklahoma has substantially updated its approach to criminal costs, fees, and fines over the past several years. Hear from a panel of engaged experts about how these changes came to pass and their impact on clients across Oklahoma.    PANEL MEMBERS:  Roha Khan, Trust Officer, InvesTrust Wealth Management Kristina Saleh, Program Director, Still She Rises Meagan Taylor, Executive Director, Diversion Hub       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.      

• On-Demand

  Format

• 60

  Min.

• 10/30/26

  Avail. to
• DETAILS

2024 Oklahoma Access to Justice Summit - Right to Counsel in Housing and Family Law

• Instructor(s):  Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - Right to Counsel in Housing and Family Law A panel of experts and practitioners will discuss the expansion of guaranteed right to counsel programs in Oklahoma and Missouri, focused on eviction and child welfare cases.    PANEL MEMBERS:  John Pollock, Coordinator, National Coalition for a Civil Right to Counsel Eric Hallett, Coordinator of Housing Advocacy, Legal Aid Services of Oklahoma Melissa Robinson, Councilwoman, City of Kansas City, MO Gwendolyn Clegg, Director, Oklahoma Office of Family Representation       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.  

• On-Demand

  Format

• 60

  Min.

• 10/30/26

  Avail. to
• DETAILS

2024 Oklahoma Access to Justice Summit - When Opposing Counsel is Unrepresented

• Instructor(s):  Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - When Opposing Counsel is Unrepresented It can be an ethical and practical dilemma when an attorney faces an unrepresented party. Hear from a panel of judges, practitioners, and experts on best practices for engaging with an unrepresented opposing side.    PANEL MEMBERS:  Katie Griffin, Attorney, Griffin & Sears, PLLC Kenneth Stoner, District Judge, Oklahoma County District Court Paula Wood, Special Judge, City of Oklahoma City       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.  

• On-Demand

  Format

• 60

  Min.

• 10/30/26

  Avail. to
• DETAILS

2024 Retaliation Claims Update

• Instructor(s):  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. 

• On-Demand

  Format

• 60

  Min.

• 5/14/26

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• DETAILS

2024 Trust Litigation Update

• Instructor(s):  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. 

• On-Demand

  Format

• 60

  Min.

• 6/1/26

  Avail. to
• DETAILS

2024 Uniform Commercial Code Update

• Instructor(s):  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. 

• On-Demand

  Format

• 60

  Min.

• 1/11/26

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• DETAILS

2024 Who’s Hacking Lawyers, and Why?

• Instructor(s):  Lenné Espenschied

2024 Who’s Hacking Lawyers, and Why? As FBI Chief Christopher Wray recently reported to Congress, cyber attacks are on the rise, and Checkpoint Research reports that 1 out of every 40 attacks is against law firms and law departments. Unfortunately, lawyers are prime targets for hackers due to the nature of privileged client information we receive. In this updated 2024 version of our very popular program, you'll learn about 7 recent hacking attacks involving excellent national law firms and courts, who is hacking lawyers, how they’re gaining access to massive troves of information, which lawyers make the most likely targets, and how to protect against hacks.   SPEAKER:  Lenné Espenschied Lawyer, Author, National Speaker and Professor Lenné Eidson Espenschied has earned her status as one of the two most popular contract drafting speakers in the U.S. by continually striving for excellence and providing innovative, practical skills-based training for transactional lawyers. She practiced law in Atlanta, Georgia for 25 years, focusing on corporate and transactional representation of technology-based businesses. She is the author of two books published by the American Bar Association: Contract Drafting: Powerful Prose in Transactional Practice (ABA Fundamentals, 3rd Ed. 2019) and The Grammar and Writing Handbook for Lawyers (ABA Fundamentals, 2011). After graduating from the University of Georgia School of Law magna cum laude, Ms. Espenschied began her legal practice at the firm now known as Eversheds Sutherland; she also served as Senior Counsel in the legal department of Bank of America before eventually opening her own law office. As a law professor, Ms. Espenschied taught commercial law, contracts, and contract drafting. Her passion is helping lawyers acquire the skills they need to be successful in transactional practice.       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.

• On-Demand

  Format

• 60

  Min.

• 12/31/25

  Avail. to
• DETAILS

2024 Year End Review Day One

• Instructor(s):  OBA CLE

2024 Year End Review - Day One  Program Moderator  Gigi McCormick, OBA, Director of Educational Programs    Health Law Update  Maggie Martin, Oklahoma Hospital Association, Oklahoma City   Bankruptcy Law Update  David Herber, Gable Gotwals, Oklahoma City   Cannabis Law Update  Felina Rivera, Renaissance Legal Solution, Oklahoma City    Criminal Law Update  Barry L. Derryberry, First Assistant Federal Defender, Tulsa    Mental Health Gina Stafford, A Change for Change, Oklahoma City   Animal Law Update Charis Ward, Oklahoma City       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.

• On-Demand

  Format

• 360

  Min.

• 12/31/26

  Avail. to
• DETAILS

2024 Year End Review Day Two

• Instructor(s):  OBA CLE

2024 Year End Review – Day Two   Program Moderator  Jim Calloway, OBA, Director, Management Assistance Program      Business and Corporate Law Update  Gary Derrick, Derrick and Briggs, LLP, Oklahoma City    Law Office Management and Technology Update  Jim Calloway, Director of Management Assistance Program, Oklahoma Bar Association, Oklahoma City  Julie Bays, Practice Management Advisor, Oklahoma Bar Association, Oklahoma City    Real Property Law Update  Kraettli Epperson, Nach, Cohenour & Giessmann, P.C., Oklahoma City     Estate Planning and Probate Law Update  Terrell Monks, Oklahoma Estate Attorneys, PLLC, Oklahoma City    Family Law Update   Stacy Acord, McDaniel Acord, PLLC, Tulsa    Ethics Update  Gina Hendryx, General Counsel, Oklahoma Bar Association, Oklahoma City        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.

• On-Demand

  Format

• 360

  Min.

• 12/31/26

  Avail. to
• DETAILS

25 Preliminary Things EVERY Lawyer Should Know About Drafting Contracts

• Instructor(s):  Lenné Espenschied

25 Preliminary Things EVERY Lawyer Should Know About Drafting Contracts In this session, we’ll discuss key general topics EVERY lawyer should understand to refine and improve contracts from the first page to the last, including the following and much more: Hidden costs of deficient drafting; 3 common errors with recitals and 1 way to draft recitals more effectively; How organization of the contract affects contextual ambiguity; The # 1 Cause of Ambiguous Contract Litigation; When you should use representations, and when you shouldn’t; and What you should know about incorporating by reference.   SPEAKER: Lenné Espenschied Lawyer, Author, National Speaker and Professor Lenné Eidson Espenschied has earned her status as one of the two most popular contract drafting speakers in the U.S. by continually striving for excellence and providing innovative, practical skills-based training for transactional lawyers. She practiced law in Atlanta, Georgia for 25 years, focusing on corporate and transactional representation of technology-based businesses. She is the author of two books published by the American Bar Association: Contract Drafting: Powerful Prose in Transactional Practice (ABA Fundamentals, 3rd Ed. 2019) and The Grammar and Writing Handbook for Lawyers (ABA Fundamentals, 2011). After graduating from the University of Georgia School of Law magna cum laude, Ms. Espenschied began her legal practice at the firm now known as Eversheds Sutherland; she also served as Senior Counsel in the legal department of Bank of America before eventually opening her own law office. As a law professor, Ms. Espenschied taught commercial law, contracts, and contract drafting. Her passion is helping lawyers acquire the skills they need to be successful in transactional practice.        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.

• On-Demand

  Format

• 88

  Min.

• 12/31/25

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• DETAILS

25 Things EVERY Lawyer Should Know About Editing Sentences and Allocating Risk

• Instructor(s):  Lenné Espenschied

25 Things EVERY Lawyer Should Know About Editing Sentences and Allocating Risk In this session, we’ll consider specific strategies for editing and revising the sentences comprising the contract to get the best deal for your client, including the following topics and many more: 9 specific strategies for editing and revising sentences; SCOTUS’s recent opinion on the series qualifier canon vs. the rule of the last antecedent;  7 Sources of syntactic ambiguity; Effective tools for shifting risk; Errors good lawyers make with indemnification; and What EVERY lawyer should know about indemnification.   SPEAKER:  Lenné Espenschied Lawyer, Author, National Speaker and Professor Lenné Eidson Espenschied has earned her status as one of the two most popular contract drafting speakers in the U.S. by continually striving for excellence and providing innovative, practical skills-based training for transactional lawyers. She practiced law in Atlanta, Georgia for 25 years, focusing on corporate and transactional representation of technology-based businesses. She is the author of two books published by the American Bar Association: Contract Drafting: Powerful Prose in Transactional Practice (ABA Fundamentals, 3rd Ed. 2019) and The Grammar and Writing Handbook for Lawyers (ABA Fundamentals, 2011). After graduating from the University of Georgia School of Law magna cum laude, Ms. Espenschied began her legal practice at the firm now known as Eversheds Sutherland; she also served as Senior Counsel in the legal department of Bank of America before eventually opening her own law office. As a law professor, Ms. Espenschied taught commercial law, contracts, and contract drafting. Her passion is helping lawyers acquire the skills they need to be successful in transactional practice       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.

• On-Demand

  Format

• 94

  Min.

• 12/31/25

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• DETAILS

25 Things EVERY Lawyer Should Know About Key Provisions and Signatures

• Instructor(s):  Lenné Espenschied

25 Things EVERY Lawyer Should Know About Key Provisions and Signatures  EVERY lawyer should understand and know how to apply effectively the following practical techniques and additional guidance we’ll cover in this session: Contracts under seal; Electronic Signatures; Executed vs. Signed; Virtual Attachments; and Strategies for drafting scope and payment provisions.   SPEAKER:  Lenné Espenschied Lawyer, Author, National Speaker and Professor Lenné Eidson Espenschied has earned her status as one of the two most popular contract drafting speakers in the U.S. by continually striving for excellence and providing innovative, practical skills-based training for transactional lawyers. She practiced law in Atlanta, Georgia for 25 years, focusing on corporate and transactional representation of technology-based businesses. She is the author of two books published by the American Bar Association: Contract Drafting: Powerful Prose in Transactional Practice (ABA Fundamentals, 3rd Ed. 2019) and The Grammar and Writing Handbook for Lawyers (ABA Fundamentals, 2011). After graduating from the University of Georgia School of Law magna cum laude, Ms. Espenschied began her legal practice at the firm now known as Eversheds Sutherland; she also served as Senior Counsel in the legal department of Bank of America before eventually opening her own law office. As a law professor, Ms. Espenschied taught commercial law, contracts, and contract drafting. Her passion is helping lawyers acquire the skills they need to be successful in transactional practice.       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.

• On-Demand

  Format

• 92

  Min.

• 12/31/25

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• DETAILS

26 Things EVERY Lawyer Should Know About Words and Phrases

• Instructor(s):  Lenné Espenschied

26 Things EVERY Lawyer Should Know About Words and Phrases  In this session, we’ll discuss 26 things EVERY lawyer should understand about specific words and phrases commonly used in contracts, including the following and many more:          6 Things you should know about drafting integrated definitions;          Is the contract “executed” or “signed”;          Do “best efforts” and “commercially reasonable efforts” impose different requirements?;          Why you should use words and phrases consistently; and          Common words and phrases to avoid.   SPEAKER: Lenné Espenschied Lawyer, Author, National Speaker and Professor Lenné Eidson Espenschied has earned her status as one of the two most popular contract drafting speakers in the U.S. by continually striving for excellence and providing innovative, practical skills-based training for transactional lawyers. She practiced law in Atlanta, Georgia for 25 years, focusing on corporate and transactional representation of technology-based businesses. She is the author of two books published by the American Bar Association: Contract Drafting: Powerful Prose in Transactional Practice (ABA Fundamentals, 3rd Ed. 2019) and The Grammar and Writing Handbook for Lawyers (ABA Fundamentals, 2011). After graduating from the University of Georgia School of Law magna cum laude, Ms. Espenschied began her legal practice at the firm now known as Eversheds Sutherland; she also served as Senior Counsel in the legal department of Bank of America before eventually opening her own law office. As a law professor, Ms. Espenschied taught commercial law, contracts, and contract drafting. Her passion is helping lawyers acquire the skills they need to be successful in transactional practice.        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.

• On-Demand

  Format

• 92

  Min.

• 12/31/25

  Avail. to
• DETAILS

37th Annual Advanced Bankruptcy Seminar Day One

• Instructor(s):  Charles Greenough and Brandon Bickle

          37th Annual Advanced Bankruptcy Seminar Day One Oklahoma Bar Center, Oklahoma City, OK  Program Planner:  Charles Greenough, McAfee and Taft               Penn Square at 40 - Remembering the Good Old Days! Burns Hargis; Blaine Schwabe; Patrick J. Malloy III   Wait, Wait, Don't Disbar Me! Mark Craige; Judge Terry Michael; Judge Sarah Hall; Judge Janice Loyd; Judge Paul Thomas   Chapter 11 Survivors - Tales from General Counsels James Webb; Al Givray; Sharolyn Whiting-Ralson; Matt Thompson   Bankruptcy and the Crypto Winter Professor Kara Bruce   Cannabis Receiverships Andy Turner; David Rhoades; John Hickey; Felina Rivera   Judge Panel Judge Terry Michael; Judge Sarah Hall; Judge Janice Loyd; Judge Paul Thomas     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. 

• On-Demand

  Format

• 380

  Min.

• 12/31/24

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• DETAILS

37th Annual Advanced Bankruptcy Seminar Day Two

• Instructor(s):  Charles Greenough and Brandon Bickle

          37th Annual Advanced Bankruptcy Seminar Day Two Oklahoma Bar Center, Oklahoma City, OK Program Planner:  Charles Greenough, McAfee and Taft                 Real World Sub-Chapter 5 Steve Moriarity; Clay Ketter; Ron Brown; Gary Hammond   Student Loan Discharge Issues Charles Greenough, McAfee and Taft   Fraud and Forensic Examinations Leah Weitholter   Consumer Fraud Panel Rodney Hunsinger; Michael Avery   Deconstructing The Merchant Cash Advance Professor Kara Bruce, University of Oklahoma   Annual Case Update - Still the Sid and Sam Show Brandon Bickle; Chuck Greenough     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. 

• On-Demand

  Format

• 380

  Min.

• 12/31/24

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• DETAILS

38th Annual Advanced Bankruptcy Seminar - Day One

• Instructor(s):  OBA Bankruptcy Section

38th Annual Advanced Bankruptcy Seminar Co-sponsored by the OBA Bankruptcy and Reorganization Section DAY ONE   Topic Speaker Welcome   Chuck Greenough, Chair Layla Dougherty, Chair-Elect 2024   Ethical Considerations and Best Practices UST Panel -   Tara Twomey, Executive Director, EOUST  Ilene Lashinsky, U.S. Trustee Region 20 Karen Walsh, AUST/NDO&EDO   MJ Creasey, AUST/WDO  The Intersection of Federal Energy Policy and the Bankruptcy Code Robin Russell Hunton Andrews Kurth Houston, TX   Health Care Issues January Bailey, Prelle Eron & Bailey, PA, Wichita, KS Patricia Hamilton, Topeka, KS Bitcoin ATM and Other Related Debtor Issues in Chapter 11 Brett A. Axelrod, Fox Rothschild, Las Vegas, NV McGirt and Bankruptcy Mark Craige, Michael McBride, Crowe & Dunlevy, Tulsa, OK Those Things Worth Believing: Professionalism and the Search for the Personal Why  Professor Jack Williams, Georgia State University, Atlanta, GA Adjourn   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. 

• On-Demand

  Format

• 325

  Min.

• 12/31/25

  Avail. to
• DETAILS

38th Annual Advanced Bankruptcy Seminar - Day Two

• Instructor(s):  OBA Bankruptcy Section

38th Annual Advanced Bankruptcy Seminar Co-sponsored by the OBA Bankruptcy and Reorganization Section DAY TWO   Topic Speaker Case Update aka the Chuck and Brandon Show Charles Greenough, McAfee Taft, Tulsa Brandon Bickle, Gable Gotwals, Tulsa Business Bankruptcy Issues Salene Mazur-Kraemer Pittsburg, PA The American Bankruptcy Law Journal Year in Review - 2023  Hon. Terrence L. Michael, Chief Judge, NDO Chapter 13 Issues   Mary Beth Ausbrooks, Nashville, TN Consumer Bankruptcy Issues Panel:  Jerry Brown, Clif Gooding, OKC; Greg Colpitts, Tulsa Bankruptcy Court Panel Blaine Schwabe, Gable Gotwals, Moderator The Honorable Paul R. Thomas, USBC Eastern The Honorable Terrence L. Michael, USBC, Northern The Honorable Sarah Hall, USBC Western The Honorable Janice D. Loyd, USBC Western   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. 

• On-Demand

  Format

• 294

  Min.

• 12/31/25

  Avail. to
• DETAILS

A Critical Thinking Approach to Legal Ethics

• Instructor(s):  Herb Rubenstein

A Critical Thinking Approach to Legal Ethics This course is tailored for legal professionals seeking to deepen their understanding of ethics and regulatory standards governing the practice of law. Participants will examine key provisions of Title 5 related to attorneys and the State Bar, as well as the Oklahoma Rules of Professional Conduct and the Code of Judicial Conduct, which align with ABA Model Rules. The curriculum covers critical ethical concepts including definitions of ethics and corruption, and the complexities of the attorney-client relationship, including informed consent and gender and race bias. Additionally, the course addresses contemporary issues such as social media use, advertising, and technological competence, while also exploring ethics in drafting settlement agreements and navigating whistleblower trends. Emphasis is placed on developing a personal and firm-wide code of ethics, understanding disciplinary issues, and leveraging ethical practices to expand one's law practice and attract better clients.   SPEAKER:  Herb Rubenstein Author, Leadership for Lawyers, (2nd ed., American Bar Association, 2008); Lead Author: Breakthrough, INC. High Growth Strategies for Entrepreneurial Organizations (Financial Times, London, 1999, with Anthony Grundy); Lead Author, Leadership Development for Educators, Rubenstein, Miles, and Bassi (Rowman and Littlefield Education, Lanham, New York, 2009); Author of numerous courses on Leadership for Lawyers, Ethics for Accountants, Sustainability, Strategic Management, Electronic Court Systems, & Forecasting; Attorney, Member DC, MD, VA, and Supreme Court Bars, Member, Federal District Court, Colorado. Founder of the David Warner Fellowship Fund for scholarships at the LBJ School of Public Affairs. Honors and Education: Washington and Lee University, B.A., Phi Beta Kappa, Omicron Delta Kappa, Captain and Four-Year Letterman, Golf Team, 1974; University of Bristol, Bristol, England, Diploma in Social Sciences, Rotary Ambassadorial Scholar, 1975; Master of Public Affairs, LBJ School of Public Affairs, UT Austin, 1977;Georgetown University Law Center, Juris Doctor, 1982.       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.

• On-Demand

  Format

• 120

  Min.

• 12/31/25

  Avail. to
• DETAILS

A.I. in Healthcare: Revolutionary or Risky?

• Instructor(s):  OBA Health Law Section

A.I. in Healthcare: Revolutionary or Risky?   At the conclusion of this program, participants should be able to: •          Describe the drivers and barriers to using artificial intelligence (AI) in healthcare. •          Understand the current role of AI in healthcare and potential future roles. •          Describe potential risks to patients and providers related to AI. •          Understand the legal and ethical concerns related to AI in medical care. •          Develop prevention strategies designed to decrease risks associated with the use of AI in healthcare.   Speaker: Graham Billingham, MD, FACEP, FAAEM is the Chief Medical Officer for Princeton Insurance Company and its parent organization, MedPro Group. He is responsible for providing leadership and support in the areas of clinical risk, claims, underwriting and sales efforts, and for leading the organizations' Healthcare Advisory Boards. Learn more about Dr. Billingham at this link.   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. 

• On-Demand

  Format

• 55

  Min.

• 3/30/25

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• DETAILS

AI and Knowledge Management - 2024 Annual Meeting

• Instructor(s):  Catherine Sanders Reach & Ben M. Schorr

AI and Knowledge Management   Filmed at the 2024 OBA Annual Meeting   Catherine Sanders Reach Catherine Sanders Reach is director for the Center for Practice Management at the North Carolina Bar Association, providing practice technology and management assistance to lawyers and legal professionals. Formerly she was director of law practice management and technology for the Chicago Bar Association and the director at the American Bar Association’s Legal Technology Resource Center. Prior to her work at the NCBA, CBA and ABA she worked in library and information science environments for several years, working at Ross and Hardies as a librarian. She received a master’s degree in library and information studies from the University of Alabama, Tuscaloosa in 1997. Ms. Reach's professional activities include articles published in Law Practice magazine, DePaul Business and Commercial Law Journal, and GPSolo Magazine, as well as numerous other publications. She has given presentations on the use of technology in law practice for national bar conferences, state and local bar associations and organizations such as the National Association of Bar Council and the Association of American Law Schools. She is a guest lecturer for many law schools including NCCU, Elon, UNC, Loyola, and the University of Maryland. She is frequently interviewed for legal tech podcasts including LawTechPartners, Legal Fuel and Lawyerist. In 2011 she was selected to be one of the inaugural Fastcase 50, celebrating 50 innovators, techies, visionaries, and leaders in the field of law. She was on the founding advisory board of the Chicago Bar Foundation’s Justice Entrepreneur Project. In 2013 she was inducted as a Fellow of the College of Law Practice Management. In 2015 she was selected to be part of the ABA LTRC Women of Legal Tech. She served on the ABA TECHSHOW Board from 2007-2009, 2014-2016, and was co-vice-chair in 2019 and co-chair in 2020. She is co-editor of the 2023 ABA book, Design Your Law Practice   Ben M. Schorr Ben M. Schorr is a Senior Content Program Manager at Microsoft. He is also the author of several books and articles on technology including “Microsoft 365 for Lawyers” and “The Lawyer’s Guide to Microsoft Word.” He was a Microsoft MVP for 20 years and has been involved with management and technology for more than 30, including in-house at law firms in Los Angeles and Honolulu. In his free time, he’s a slow Ironman triathlete and a high school football coach. He currently lives in Martha Lake, Washington, with his wife Carrie, their son Keith, daughter Elena, and their rescue mutt Sampson.       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.

• On-Demand

  Format

• 51

  Min.

• 8/5/26

  Avail. to
• DETAILS

AI Issues in Trust and Estate Planning

• Instructor(s):  Missia H. Vaselaney & Michael Sneeringer

AI Issues in Trust and Estate Planning Generative artificial intelligence – the ability of technology to generate creative works that mimic human intelligence – is a growing and potentially dominant reality across industry and the professions, including the legal professions.  The idea that software might someday supplant the role of lawyers in certain areas of practice has suddenly become reality with the advent of ChatGPT and other forms of generative AI.  This program will explore the forms of generative AI and their potential to supplant certain functions performed by lawyers or paralegals, but also how those tools can be harnessed by lawyers to aid their work. What exactly is “Generative AI”? What elements of traditional trust and estate planning practice might AI replace? What are the best uses of AI to help your trust and estate practice? What are the risks of using AI? What must be disclosed to clients and when?    Speakers: 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.   Michael Sneeringer is an attorney 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.       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. 

• On-Demand

  Format

• 60

  Min.

• 3/8/26

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• DETAILS

Ally McSteal: From the Don't Try This at Home Series

• Instructor(s):  Sean Carter

Ally McSteal: From the Don't Try This at Home Series Lawyers on our favorite TV legal dramas often act in ways that would cause significant trouble for actual lawyers. In this multimedia webinar, legal humorist Sean Carter will use short video clips from the very popular series, Ally McBeal, to demonstrate some of the legal ethics violations that played out on the show. In doing so, Carter hopes to show you how to keep your professional life from imitating art. In this program, the presenter will use short (30-60 second) video clips from the show to discuss precise rules violated and what the TV lawyer should have done to avoid the ethical violation. And while these examples will provide for a more engaging experience for the lawyer attendee, they will also serve as a reminder that our clients have viewed these same programs, giving them an unrealistic view of the role of an attorney and the tactics available to that attorney in the furtherance of the client's cause.Finally, lawyers will be reminded to manage client expectations by having candid conversations detailing just what the lawyer can (and more importantly, cannot) do during the course of the representation.   Speaker:  Sean Carter is a Harvard Law grad, who spent a decade practicing securities law before leaving the practice of law to pursue a career as the country's foremost Humorist at Law.Since then, Mr. Carter has crisscrossed the country delivering comedic professional educational seminars for more than 350 legal organizations in three dozen states. His presentation topics run the gamut from legal ethics to stress management to diversity. Yet, all of his presentations have one thing in common -- humor and plenty of it.In fact, in 2003, Mr. Carter was dubbed "America's Funniest Lawyer" by The Radio and Television Interview Report.       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.

• 12/30/24

  Presented
• DETAILS

Appraisals in Commercial Real Estate Finance & Development

• Instructor(s):  Anthony Licata

Appraisals in Commercial Real Estate Finance & Development Appraisals are part and parcel of every major realistic transaction.  Lenders will not loan without an appraisal.  Loan-to-value ratios are measured against the appraisal.  Investors will not invest without an appraisal. Appraisals are not set-piece documents, however; they involve a multiplicity of valuation metrics and different appraisers looking at the same property can and do generate widely varying valuations.  Because of their centrality to real estate transactions, understanding their structure and content is essential.  This program will provide you with a real-world guide to how appraisals are prepared and used in commercial real estate, their traps, and how they are incorporated into transactional documents.   ·         Use of appraisals in obtaining funding for development projects and acquisitions ·         Ensuring appraisals are prepared according to standards – and fraud risks if they are not ·         Integrating appraisals in underlying operative documents ·         What lawyers should look for in appraisals provided to clients – and how to spot red flags   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.  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. 

• On-Demand

  Format

• 60

  Min.

• 4/5/25

  Avail. to
• DETAILS

Arbitration Clauses in Business Agreements

• Instructor(s):  Shannon M. Bell

Arbitration Clauses in Business Agreements 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 member with Kelly & Walker, 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.  Ms. Bell earned her B.S. from the University of Iowa and her J.D. from the University of Denver.       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. 

• On-Demand

  Format

• 60

  Min.

• 1/19/26

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• DETAILS

Artificial Intelligence and the Law: Promise or Peril? - 2023 OBA Annual Meeting

• Instructor(s):  Julie A. Bays and Jim Calloway

Presented at the 2023 Oklahoma Bar Association Annual Meeting.                   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. 

• On-Demand

  Format

• 51

  Min.

• 11/12/25

  Avail. to
• DETAILS

Asset Protection Techniques for Real Estate

• Instructor(s):  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 Akerman, LLP in Naples, Florida and chair of the firm’s trust and estate group. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs.  He is a Fellow of the American College of Tax Counsel and co-author of the revised version of the BNA Tax Management Portfolio “Estate Tax Payments and Liabilities.”  He is also a commentator on asset protection planning matters for Leimberg Information Services, Inc., a member of the legal advisory board of Commonwealth Trust Company in Wilmington, Delaware, and a member of the Society of Trust and Estate Practitioners.         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. 

• On-Demand

  Format

• 61

  Min.

• 10/10/25

  Avail. to
• DETAILS

Assuming Liabilities/Debt in Transactions: Tricks and Traps

• Instructor(s):  Steven O. Weise

Assuming Liabilities/Debt in Transactions: Tricks and Traps This program will provide you a practical guide to drafting for the assumption and limitation of liabilities in business and commercial transactions.  The program will cover the mechanics of assuming debt in a transaction, how it is identified, terms negotiated and documented. The program will discuss the related issue of how “bad conduct” carve-outs in indemnification and other limitation of liability provisions can defeat limitations on liability if the carve-outs are not carefully drafted.  Successor liability in business transactions and techniques to mitigate its risk will be covered. This program will provide a real-world guide to handling debt and liabilities in transactions.   ·         Identifying and documenting the assumption of liabilities ·         Successor liability and techniques to mitigate the risk ·         “Bad conduct” carve-outs in indemnification and limitation of liability ·         Risks of carve-out language being over-expansive and defeating liability protection ·         Mistakes in the treatment of liabilities in transactions   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.     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. 

• On-Demand

  Format

• 61

  Min.

• 8/18/25

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Avoiding Legal Vampires: Lessons From Dracula

• Instructor(s):  Mark S. Darrah

Avoiding Legal Vampires: Lessons From Dracula Attorneys often get entangled with clients, cases, judges, and other lawyers that just seem to suck the life out of us. Learn to avoid, overcome and disempower these and other vampires in your practice with lessons drawn from Dracula, a novel that begins with young British solicitor Jonathan Harker traveling to Transylvania to meet a new client... This program explores how to maintain one's vitality and to recognize the early signs of those events and situations that may diminish us. Our own personal ethics and professional ethics may be our strongest power. We will consider common strategies for extricating ourselves from unhealthy cases and clients and, perhaps, to overcome and transform them.   SPEAKER:  Mark S. Darrah maintains a general civil practice in mid-town Tulsa. A substantial portion of his legal work involves estate planning, probate, estate administration, trusts, and trust litigation. Mark is a graduate of the University of Southern California and the University of Oklahoma College of Law. He has practiced in Tulsa since 1982 and is a member of all relevant bar associations. Darrah is the author of A Catalogue of Common People, a collection of personal essays and commentaries, an occasional contributor to “Studio Tulsa” on KWGS 89.5 FM, and an amateur fiddler. He was the 2018 Carl G. and Gladys L. Herrington Distinguished Lecturer at Rogers State University       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.    

• On-Demand

  Format

• 128

  Min.

• 10/31/26

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Bad Lawyers of Hollywood: An Ethics Program

• Instructor(s):  Stuart Teicher

The Bad Lawyers of Hollywood: An Ethics Program    Whether it’s fictional lawyers in film, or real lawyers who represent celebrities, a ton of these characters have committed ethical violations. Join the CLE Performer Stuart Teicher as he explores the misdeeds of the real and fake lawyers of Hollywood. Rules addressed include 1.5 (fees), 8.4 (misconduct) and 1.6 (confidentiality)?    STUART TEICHER- Stuart I. Teicher, Esq. is a professional legal educator who focuses on ethics law and writing instruction.   A practicing lawyer for 30 years, Stuart’s career is now dedicated to helping?fellow lawyers survive the practice of law and thrive in the profession.   Mr. Teicher teaches seminars, provides in-house training to law firms and legal departments, provides CLE instruction at law firm client events, and also gives keynote speeches at conventions and association meetings.     Stuart helps lawyers get better at what they do (and enjoy the process) through his entertaining and educational CLE “performances”.  He speaks, teaches, and writes— Thomson Reuters published his book entitled, Navigating the Legal Ethics of Social Media and Technology.    Mr. Teicher is a Supreme Court appointee to the New Jersey District Ethics Committee where he investigates and prosecutes grievances filed against attorneys.  Mr. Teicher also served on the New Jersey Office of Attorney Ethics Fee Arbitration Committee. Mr. Teicher is an adjunct professor of law at Georgetown Law where he teaches Professional Responsibility, and he is an adjunct professor at Rutgers University in New Brunswick where he teaches undergraduate writing courses. He also taught legal writing at St. John’s University School of Law in New York City.       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.   

• On-Demand

  Format

• 51

  Min.

• 12/31/24

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• DETAILS

Baskets and Escrow in Business Transactions

• Instructor(s):  Steven O. Weise

Baskets and Escrow in Business Transactions Identifying and hedging the risk of the unknown is one of the biggest risks in business documentation.  If unknown liabilities arise – or known liabilities are greater than anticipated –parties want recourse to address the economic loss.  “Caps” and “baskets” are used to address this problem.  Caps are the the total amount for which one party may be liable to the other party post-closing. “Baskets” are the amount of loss one party must incur, if any, before seeking recourse to the other party. The variations and interplay between caps and baskets can be highly complex. This program will provide you with a practical guide to the uses, types, and drafting traps of caps and baskets in business transactions. Types of “baskets” – “tipping baskets” v. “true deductibles” v. hybrids Negotiating “caps” – aggregates limits, specific carve-outs for fraud and other bad acts Intricate relationship between baskets and caps Drafting to reduce risk of dispute and enhance collectability of claims Use of escrow to ensure payment of indemnification claims   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.

• On-Demand

  Format

• 60

  Min.

• 11/21/26

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• DETAILS

Beneficiary Designations in Retirement Accounts: Protecting a Lifetime of Savings

• Instructor(s):  Jeremiah W. Doyle, IV

Beneficiary Designations in Retirement Accounts: Protecting a Lifetime of Savings Other than a personal residence, the largest single asset class consists of financial assets. These accounts may be 401(k)s or IRAs, annuity or insurance contracts, or a variety of brokerage or bank accounts. The crucial planning aspect of these types of accounts or contracts is that they can be transferred through beneficiary designations. Though a seemingly simple expedient, beneficiary designations vary among types of accounts and each comes with its own nuances – and traps, which can lead to severely adverse tax and practical outcomes.  This program will provide you with a real-world guide to understanding, reviewing, and drafting beneficiary designations in trust and estate planning.   ·         How beneficiary designations vary depending on the type of custodial account involved ·         Differences among retirement accounts, bank accounts, brokerage accounts, life insurance policies ·         How designations differ depending on the type of beneficiary – individual, institutional, trust, etc. ·         “Payable on Death” agreements for bank accounts ·         Practical guidance on how designations are made & common drafting traps   Speaker:   Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner.  He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns,and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education.  Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University 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. 

• On-Demand

  Format

• 60

  Min.

• 4/11/25

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• DETAILS

Between Two Weeds - 2023 Cannabis Legislation Review

• Instructor(s):  Felina Rivera

Between Two Weeds - 2023 Cannabis Legislation Review   This program will provide a summary overview of the newly proposed cannabis legislation presented by the First Regular session of the 59th Oklahoma Legislature.    Oklahoma's 59th Legislature is now in its first session, and just like every other year since State Question 788 passed, the state house representatives and senators have proposed dozens of new bills pertaining to cannabis. In this video, attorney Felina Rivera provides an overview of all the new bills proposed, discusses some of the potential benefits and challenges of each measure, and explains how the bills, if passed, could affect Oklahoma's cannabis industry. A helpful written summary of the bills is also included with this CLE.   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. 

• On-Demand

  Format

• 40

  Min.

• 12/31/24

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• DETAILS

Between Two Weeds - Joint Sessions: 2024 Cannabis Legislation Preview

• Instructor(s):  Amber Peckio Garrett, Felina Rivera

Between Two Weeds - Joint Sessions: 2024 Cannabis Legislation Preview   Cannabis law attorneys Amber Peckio Garrett and Felina Rivera discuss the pros and cons of bills that are actively being considered by the Oklahoma House and Senate.           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. 

• On-Demand

  Format

• 80

  Min.

• 2/14/26

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• DETAILS

Between Two Weeds: The Joint Sessions - Cannabis Law Update

• Instructor(s):  Amber Peckio Garrett & Felina Rivera

Between Two Weeds: The Joint Sessions - Cannabis Law Update   Join attorneys Felina Rivera and Amber Peckio as they discuss the latest updates to cannabis laws in the state of Oklahoma. Information covered in this CLE includes new laws passed related to cannabis this legislative session, summaries of the latest OMMA and OBNDD rules, as well as discussion on constitutional issues the cannabis industry is facing.           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.

• On-Demand

  Format

• 81

  Min.

• 12/31/26

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• DETAILS

Boards of Directors and Piercing the Corporate Veil

• Instructor(s):  Herb Rubenstein

Boards of Directors and Piercing the Corporate Veil This course is designed for legal professionals aiming to enhance their expertise in board governance and risk management. Participants will explore the essential rules and legal standards that govern board members' duties, including how to safeguard against personal liability and the piercing of the corporate veil. The program covers strategies to minimize legal risks, expand legal services for boards, and adopt best practices for effective board membership. Additionally, it addresses the integration of modern information technology to bolster board security and mitigate hacking threats. Emphasis is also placed on the valuable experience and professional growth gained through service on nonprofit boards, equipping lawyers with the skills to excel and make a meaningful impact in their roles.   SPEAKER:  Herb Rubenstein Author, Leadership for Lawyers, (2nd ed., American Bar Association, 2008); Lead Author: Breakthrough, INC. High Growth Strategies for Entrepreneurial Organizations (Financial Times, London, 1999, with Anthony Grundy); Lead Author, Leadership Development for Educators, Rubenstein, Miles, and Bassi (Rowman and Littlefield Education, Lanham, New York, 2009); Author of numerous courses on Leadership for Lawyers, Ethics for Accountants, Sustainability, Strategic Management, Electronic Court Systems, & Forecasting; Attorney, Member DC, MD, VA, and Supreme Court Bars, Member, Federal District Court, Colorado. Founder of the David Warner Fellowship Fund for scholarships at the LBJ School of Public Affairs. Honors and Education: Washington and Lee University, B.A., Phi Beta Kappa, Omicron Delta Kappa, Captain and Four-Year Letterman, Golf Team, 1974; University of Bristol, Bristol, England, Diploma in Social Sciences, Rotary Ambassadorial Scholar, 1975; Master of Public Affairs, LBJ School of Public Affairs, UT Austin, 1977;Georgetown University Law Center, Juris Doctor, 1982.       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.

• On-Demand

  Format

• 93

  Min.

• 5/19/26

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• DETAILS

Building an Oasis: Strategies for Addressing Legal Deserts - 2024 Annual Meeting

• Instructor(s):  Katie Dilks

Building an Oasis: Strategies for Addressing Legal Deserts   Filmed at the 2024 OBA Annual Meeting     Katie Dilks Katie Dilks is the Executive Director of the Oklahoma Access to Justice Foundation, where she works to collaboratively identify and strengthen statewide solutions to increase meaningful participation in a fair and accessible civil justice system for all Oklahomans. Katie brings over 15 years of experience in access to justice work to her role with the ATJ Foundation, including nine years counseling law students in pursuing nonprofit and government careers and developing two nonprofits focused on providing affordable legal services in Washington, DC.   Ms. Dilks has written and presented on access to justice topics including the need for affordable legal services, eviction prevention and legislative reform, the impact and importance of pro bono, plain language court forms, career pathways in government and nonprofit law, and more. As a relatively new Oklahoman, she is excited to bring a national perspective to the challenges and opportunities in Oklahoma’s justice system while building on the unique strengths our state offers.   She earned her Juris Doctor and Master’s in Public Policy from Georgetown University, and her undergraduate degree in Psychology from the University of Kansas. She is a member of the bar in the District of Columbia.        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.

• On-Demand

  Format

• 53

  Min.

• 8/5/26

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• DETAILS

Building Your Brand from Social Media to Networking - 2024 Annual Meeting

• Instructor(s):  Catherine Sanders Reach

Building Your Brand from Social Media to Networking   Filmed at the 2024 OBA Annual Meeting   Catherine Sanders Reach Catherine Sanders Reach is director for the Center for Practice Management at the North Carolina Bar Association, providing practice technology and management assistance to lawyers and legal professionals. Formerly she was director of law practice management and technology for the Chicago Bar Association and the director at the American Bar Association’s Legal Technology Resource Center. Prior to her work at the NCBA, CBA and ABA she worked in library and information science environments for several years, working at Ross and Hardies as a librarian. She received a master’s degree in library and information studies from the University of Alabama, Tuscaloosa in 1997. Ms. Reach's professional activities include articles published in Law Practice magazine, DePaul Business and Commercial Law Journal, and GPSolo Magazine, as well as numerous other publications. She has given presentations on the use of technology in law practice for national bar conferences, state and local bar associations and organizations such as the National Association of Bar Council and the Association of American Law Schools. She is a guest lecturer for many law schools including NCCU, Elon, UNC, Loyola, and the University of Maryland. She is frequently interviewed for legal tech podcasts including LawTechPartners, Legal Fuel and Lawyerist. In 2011 she was selected to be one of the inaugural Fastcase 50, celebrating 50 innovators, techies, visionaries, and leaders in the field of law. She was on the founding advisory board of the Chicago Bar Foundation’s Justice Entrepreneur Project. In 2013 she was inducted as a Fellow of the College of Law Practice Management. In 2015 she was selected to be part of the ABA LTRC Women of Legal Tech. She served on the ABA TECHSHOW Board from 2007-2009, 2014-2016, and was co-vice-chair in 2019 and co-chair in 2020. She is co-editor of the 2023 ABA book, Design Your Law Practice.       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.

• On-Demand

  Format

• 54

  Min.

• 8/5/26

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• DETAILS

Business Torts: How Transactions Spawn Litigation, Part 1

• Instructor(s):  William J. Kelly, III and Shannon M. Bell

Business Torts: How Transactions Spawn Litigation, Part 1   Business and commercial transactions are fraught with potential tort liability for attorneys and their clients. Whether out of disappointment at losing a deal or as a negotiating tactic or legitimate belief, counter-parties, competitors and third parties can easily allege tortious interference with existing or prospective business relationships.  There is also the risk of breaching the duty of good faith and fair dealing in transactions or misusing proprietary information obtained in negotiations in a failed deal. This program will you with a practical framework for understanding the range of business torts and real-world defenses.   Day 1: ·         Intentional interference with an existing contractual relationship – and the “business privilege” of competitors ·         Interference with a prospective contract or transaction – what’s an “expectancy”? ·         Fraudulent misrepresentations – how does an attorney spot “intent”? ·         Negligent misrepresentation, including contributory negligence and the economic loss rule   Speakers: William J. Kelly, III is a founding member of Kelly & Walker LLC and has more than 25 years’ experience in the areas of employment and commercial litigation.  In the area of employment law, he litigates trade secret, non-compete, infringement and discrimination claims in federal and state courts nationwide and has advised Fortune 50 companies on workplace policies and practices.  In the area of commercial litigation, his experience includes class action litigation, breach of contract and indemnity, mass-claim complex insurance litigation, construction litigation and trade secrets.  Earlier in career, he founded 15 Minutes Music, an independent music production company.    Shannon M. Bell is a member with Kelly & Walker, 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. 

• On-Demand

  Format

• 60

  Min.

• 11/28/25

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• DETAILS

Business Torts: How Transactions Spawn Litigation, Part 2

• Instructor(s):  William J. Kelly, III and Shannon M. Bell

Business Torts: How Transactions Spawn Litigation, Part 2   Business and commercial transactions are fraught with potential tort liability for attorneys and their clients. Whether out of disappointment at losing a deal or as a negotiating tactic or legitimate belief, counter-parties, competitors and third parties can easily allege tortious interference with existing or prospective business relationships.  There is also the risk of breaching the duty of good faith and fair dealing in transactions or misusing proprietary information obtained in negotiations in a failed deal. This program will you with a practical framework for understanding the range of business torts and real-world defenses.   Day 2: ·         Implied covenant of good faith and fair dealing – what it means for contract negotiations ·         Contract terms involving discretion v. explicit terms ·         Misdeeds by clients in contract negotiations ·         Misappropriation of trade secrets disclosed in contract negotiations ·         Usurpation of business opportunities and the organizational opportunity doctrine ·         Torts in recruiting and hiring key employees away from competitors   Speakers: William J. Kelly, III is a founding member of Kelly & Walker LLC and has more than 25 years’ experience in the areas of employment and commercial litigation.  In the area of employment law, he litigates trade secret, non-compete, infringement and discrimination claims in federal and state courts nationwide and has advised Fortune 50 companies on workplace policies and practices.  In the area of commercial litigation, his experience includes class action litigation, breach of contract and indemnity, mass-claim complex insurance litigation, construction litigation and trade secrets.  Earlier in career, he founded 15 Minutes Music, an independent music production company.    Shannon M. Bell is a member with Kelly & Walker, 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. 

• On-Demand

  Format

• 60

  Min.

• 11/29/25

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• DETAILS

Buying and Selling Commercial Real Estate, Part 1

• Instructor(s):  Anthony Licata, John S. Hollyfield and Richard R. Goldberg

Buying and selling commercial real estate is a lengthy and complex undertaking from diligence and letters of intent to mortgage agreements and, ultimately, the underlying purchase and sale agreement. Reps and warranties have become more extensive and exacting in detail. Financing contingencies have become lengthy and complex. Due diligence has become lengthier, more invasive and costlier – or barely permitted at all, in particularly “hot” markets.  Managing all these elements is demanding.  This program will provide you a practical guide to the transactional cycle of buying and selling commercial real estate.   Day 1: ·         Planning the process – letters of intent, negotiations, closing process ·         Due diligence depending on the type of deal – title, environmental, finance issu ·         Understanding the minefield of seller’s reps and warranties ·         Buyer and seller’s covenants in a volatile market ·         Deposits of money   Day 2: ·         Issues for income producing properties, multiple family properties, and distressed properties ·         Finance issues in operative agreements, including finance contingencies, and working with commercial lenders ·         Conditions to closing and reducing the risk of not closing ·         Post-closing issues, baskets, escrow and contingencies ·         Bankruptcy issues in operative agreements   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.    Richard R. Goldberg is a retired partner, resident in the Philadelphia office of Ballard Spahr, LLP, where he established an extensive real estate practice, including development, financing, leasing, and acquisition.  Earlier in his career, he served as vice president and associate general counsel of The Rouse Company for 23 years.  He is past president of the American College of Real Estate Lawyers, past chair of the Anglo-American Real Property Institute, and past chair of the International Council of Shopping Centers Law Conference.  Mr. Goldberg is currently a Fellow of the American College of Mortgage Attorneys and is a member of the American Law Institute.     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. 

• On-Demand

  Format

• 58

  Min.

• 6/14/25

  Avail. to
• DETAILS

Buying and Selling Commercial Real Estate, Part 2

• Instructor(s):  Anthony Licata, John S. Hollyfield and Richard R. Goldberg

Buying and selling commercial real estate is a lengthy and complex undertaking from diligence and letters of intent to mortgage agreements and, ultimately, the underlying purchase and sale agreement. Reps and warranties have become more extensive and exacting in detail. Financing contingencies have become lengthy and complex. Due diligence has become lengthier, more invasive and costlier – or barely permitted at all, in particularly “hot” markets.  Managing all these elements is demanding.  This program will provide you a practical guide to the transactional cycle of buying and selling commercial real estate.   Day 1: ·         Planning the process – letters of intent, negotiations, closing process ·         Due diligence depending on the type of deal – title, environmental, finance issu ·         Understanding the minefield of seller’s reps and warranties ·         Buyer and seller’s covenants in a volatile market ·         Deposits of money   Day 2: ·         Issues for income producing properties, multiple family properties, and distressed properties ·         Finance issues in operative agreements, including finance contingencies, and working with commercial lenders ·         Conditions to closing and reducing the risk of not closing ·         Post-closing issues, baskets, escrow and contingencies ·         Bankruptcy issues in operative agreements   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.    Richard R. Goldberg is a retired partner, resident in the Philadelphia office of Ballard Spahr, LLP, where he established an extensive real estate practice, including development, financing, leasing, and acquisition.  Earlier in his career, he served as vice president and associate general counsel of The Rouse Company for 23 years.  He is past president of the American College of Real Estate Lawyers, past chair of the Anglo-American Real Property Institute, and past chair of the International Council of Shopping Centers Law Conference.  Mr. Goldberg is currently a Fellow of the American College of Mortgage Attorneys and is a member of the American Law Institute.     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. 

• On-Demand

  Format

• 66

  Min.

• 6/16/25

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• DETAILS

Buying Time: Options Contracts in Real Estate

• Instructor(s):  Anthony Licata

Buying Time: Options Contracts in Real Estate Options in commercial real estate transactions give the option holder more time to conduct due diligence, obtain financing and any necessary governmental approvals, and consider whether the transaction is truly viable.  The property owner, whose land is optioned, loses the right to sell the property to a third party for the duration of the option, but earns a fee for doing so.  In a world of complex and risky commercial real estate transactions, where time is often of the essence and risk is high, options allow developers, investors and others an effective mechanism to buy time and take a wait-and-see-approach.  This program will provide you with a practical guide to drafting essential provisions of options in commercial real estate transactions, including avoiding costly traps.    Negotiating and drafting most essential terms of option contracts in real estate transactions Economics of real estate option contracts, including the purchase price of the underlying property and market volatility Duration of exclusive period, fees, and extensions – and relationship to market conditions Nature of exclusive period – access to property, restrictions on marketing, cooperation in obtaining permits Role of contingencies – financing, regulatory, market variables Practical uses, traps, and alternatives to options   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. 

• On-Demand

  Format

• 60

  Min.

• 9/1/25

  Avail. to
• DETAILS

Capital Calls – Agreements to Contribute More Capital Over Time

• Instructor(s):  C. Ben Huber

Capital Calls – Agreements to Contribute More Capital Over Time Many companies need additional capital to fund current operations and fuel growth.  When raising capital, these companies often look first to their existing investor base. The company may build into its operative documents – shareholder agreements, operating agreements, even its articles of incorporation or organization – a plan whereby the company can “call” on existing investors to contribute additional capital. There are various mechanisms for achieving these types of “capital calls” and adjusting the ownership interests and other rights of incumbent investors who do not contribute additional capital. This program will provide you a practical guide to planning capital calls in closely held businesses, including how to adjust the financial and governance rights of the company’s owners. Advantages/disadvantages of requiring capital from existing investor base over time Forms of follow-on contributions – pro-rata and other structures Readjustment of stake in company when certain investors do not participate – dilution issues Voting, informational and related issues on the contribution of additional capital Obtaining additional capital from investors beyond the original Counseling clients about potential investor group disputes   Speaker: C. Ben Huber is a partner in the Denver office of Greenburg Traurig, LLP, where he has a broad transactional practice encompassing mergers and acquisitions, restructurings and reorganizations, corporate finance, capital markets, venture funds, commercial transactions and general corporate law.  He also has substantial experience as counsel to high tech, biotech and software companies in the development, protection and licensing of intellectual property.  His clients include start-up companies, family- and other closely-held businesses, middle market business, Fortune 500 companies, venture funds and institutional investors.  Mr. Huber earned his B.A. from the University of Colorado and his J.D. at the University of Colorado 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.

• On-Demand

  Format

• 60

  Min.

• 1/11/25

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• DETAILS

Charging Orders in Business Transactions

• Instructor(s):  Steven O. Weise and Daniel Kleinberger

Charging Orders in Business Transactions A charging order redirects a partner or LLC member’s distributions, if any, to a creditor.  These court orders are frequently used when an LLC or partnership interest has been pledged to a creditor as collateral and the debtor is in default. Charging orders differ substantially from liens on corporate stock because charging orders do not allow the creditor to foreclose on the LLC or partnership interest but only claim distributions from the entity.  The creditor does not succeed to any other rights of the LLC member – voting rights, management rights – and is totally dependent on the entity to make distributions.  This program will provide you with a real-world guide to the uses and limitations of charging orders in transactions and tips on enhancing their effectiveness.   ·         What does a creditor get with a charging order and what rights does the debtor retain? ·         Impact of charging orders on the entity ·         Enhancing the enforceability of charging orders ·         Enforcement of one state’s charging order statute in another state ·         Tax consequences of charging orders   Speakers: 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.   Daniel Kleinberger is an Emeritus Professor of Law at Michell|Hamline where his teaching and scholarship focused on business law.  He has served as the reporter on many uniform laws in business law, including Series Unincorporated Entities and Limited Partnerships.  Before entering academic, he was an in-hose counsel at the 3m Corporation.  He is the author of a leading treatise on LLCs and a popular student treatise on agency, partnerships, and LLCs.  Professor Kleinberger earned his A.B. from Harvard University and his J.D. from Yale 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. 

• On-Demand

  Format

• 60

  Min.

• 4/18/25

  Avail. to
• DETAILS

Charitable Giving Options, Strategies and How to Discuss Planning with Clients

• Instructor(s):  Joe Carter, Oklahoma City Community Foundation

Charitable Giving Options, Strategies and How to Discuss Planning with Clients Program Planner: Joe Carter, Oklahoma City Community Foundation     The OBA presents this CLE program as a service to its members. The OBA is not an investment adviser or a financial planner. The OBA does not recommend or endorse any financial or investment strategy or plan, any type of product, or securities professional. No part of this CLE program shall be taken as investment, financial and/or legal advice by the OBA.     Speaker(s): Joe Carter, Oklahoma City Community Foundation Christin Mugg, Ball Morse Law       Various topics, which include: 1.    Private Foundations, Donor Advised Funds and Supporting Organizations 2.    Charitable Remainder and Charitable Lead Trusts and Charitable Gift Annuities 3.    Charitable Giving Strategies 4.    How to Discuss Charitable Giving with Clients 5.    Ethical Issues of Charitable Planning 6.    Oklahoma Bar Foundation Impact - Presented by the Oklahoma Bar Foundation     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.    The OBA presents this CLE program as a service to its members. The OBA is not an investment adviser or a financial planner. The OBA does not recommend or endorse any financial or investment strategy or plan, any type of product, or securities professional. No part of this CLE program shall be taken as investment, financial and/or legal advice by the OBA.

• On-Demand

  Format

• 243

  Min.

• 12/31/24

  Avail. to
• DETAILS

Charitable Giving Planning in Trusts and Estates, Part 1

• Instructor(s):  Michael Lehmann, Daniel Daniels

Charitable Giving Planning in Trusts and Estates, Part 1 Charitable giving can be a major portion of clients’ trust estate planning and introduce substantial complexity. Charitable giving may be motivated less by a desire for tax savings and more by a desire to have an impact on a specific charity or a community.  Clients may also want to retain some measure of control during their lifetimes over the property they are donating and retain income from the property. Though there is a vast array of vehicles and planning techniques to achieve these goals, working through the alternatives is daunting.  This program will provide you with a practical guide to the range of charitable giving vehicles, planning techniques to achieve client goals, tax and non-tax tradeoffs, and integrating charitable giving with overall estate plans. Day 1: Charitable giving vehicles and techniques & advantages and disadvantages of each Integrating charitable giving into overall estate plans Use of Charitable Remainder Trusts and Charitable Lead Trusts to achieve client goals Donating life insurance policies and proceeds and related trust issues How to restructure restricted charitable gifts Tax pitfalls of charitable giving Post-mortem charitable giving techniques Day 2: Advantages and disadvantages of using private foundations, supporting organizations, and donor-advised funds Structuring funds to provide maximum flexibility to the endowment and satisfy donor demands for control Donating illiquid and difficult-to-value assets to charity – real estate, interests in closely held businesses, works of art Review of faith-based giving initiatives and related legal issues   Speakers:  Michael Lehmann is a partner in the New York office of Dechert, LLP, where he specializes in tax issues related to non-profits and in the tax treatment of cross-border transactions.  He advises hospitals and other health care providers, research organizations, low-income housing developers, trade associations, private foundations and arts organizations.  He advises clients on obtaining and maintaining tax-exempt status, executive compensation, reorganizations and joint ventures, acquisitions, and unrelated business income planning.  Mr. Lehmann received his A.B., magna cum laude, from Brown University, his J.D. from Columbia Law School, and his LL.M. from New York University School of Law. 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.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, 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. 

• On-Demand

  Format

• 60

  Min.

• 4/4/26

  Avail. to
• DETAILS

Charitable Giving Planning in Trusts and Estates, Part 2

• Instructor(s):  Michael Lehmann, Daniel Daniels

Charitable Giving Planning in Trusts and Estates, Part 2 Charitable giving can be a major portion of clients’ trust estate planning and introduce substantial complexity. Charitable giving may be motivated less by a desire for tax savings and more by a desire to have an impact on a specific charity or a community.  Clients may also want to retain some measure of control during their lifetimes over the property they are donating and retain income from the property. Though there is a vast array of vehicles and planning techniques to achieve these goals, working through the alternatives is daunting.  This program will provide you with a practical guide to the range of charitable giving vehicles, planning techniques to achieve client goals, tax and non-tax tradeoffs, and integrating charitable giving with overall estate plans. Day 1: Charitable giving vehicles and techniques & advantages and disadvantages of each Integrating charitable giving into overall estate plans Use of Charitable Remainder Trusts and Charitable Lead Trusts to achieve client goals Donating life insurance policies and proceeds and related trust issues How to restructure restricted charitable gifts Tax pitfalls of charitable giving Post-mortem charitable giving techniques Day 2: Advantages and disadvantages of using private foundations, supporting organizations, and donor-advised funds Structuring funds to provide maximum flexibility to the endowment and satisfy donor demands for control Donating illiquid and difficult-to-value assets to charity – real estate, interests in closely held businesses, works of art Review of faith-based giving initiatives and related legal issues   Speakers:  Michael Lehmann is a partner in the New York office of Dechert, LLP, where he specializes in tax issues related to non-profits and in the tax treatment of cross-border transactions.  He advises hospitals and other health care providers, research organizations, low-income housing developers, trade associations, private foundations and arts organizations.  He advises clients on obtaining and maintaining tax-exempt status, executive compensation, reorganizations and joint ventures, acquisitions, and unrelated business income planning.  Mr. Lehmann received his A.B., magna cum laude, from Brown University, his J.D. from Columbia Law School, and his LL.M. from New York University School of Law. 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.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, 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. 

• On-Demand

  Format

• 60

  Min.

• 4/5/26

  Avail. to
• DETAILS

ChatOMG: The Ethical Pros and Cons of Using AI

• Instructor(s):  Sean Carter

 ChatOMG: The Ethical Pros and Cons of Using AI Artificial intelligence is coming and it will completely remake the legal landscape in a remarkably short period of time. These changes will allow for currently unimaginable efficiencies in the provision of legal services, but they will also create a slew of ethical pitfalls for lawyers who fail to look before leaping into this "brave new world."In this cutting-edge webinar, you will learn about both the benefits of using AI in your law practice and the possible ethical problems of this new and promising technology as it applies to: Billing Client communication Competence Confidentiality Diversity and inclusion 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.

• 12/23/24

  Presented
• DETAILS

Choice of Entity for Nonprofits & Obtaining Tax Exempt Status, Part 1

• Instructor(s):  Michael Lehmann

Choice of Entity for Nonprofits & Obtaining Tax Exempt Status, Part 1 Counseling a client about choice of entity for a nonprofit or charitable enterprise is a multilayered process.  First, clients need to understand that not all nonprofits are charities. Even if the enterprise is nonprofit and charitable in nature that does not necessarily mean the enterprise is eligible for tax-exempt status. Once these distinctions are made, attorneys need to counsel clients about the subtle advantages and disadvantages of four major types of entities, all formed under state law. Second, there is the distinct issue of how that entity is classified for federal tax purposes. Each classification comes with its own subtle tradeoffs.  This program will provide you with a practical guide to non-profit choice of entity and obtaining tax-exempt status.    Day 1          Framework of major choice of entity considerations for nonprofit and charitable organizations – corporations, LLCs and trusts          Private foundations v. public charities – tradeoffs, costs, compliance          Restrictions on the activities and investments of each type of entity, including joint ventures with profit-making organizations   Day 2          Considerations involving joint ventures between for-profit and non-profit entities          Practical Process of obtaining tax-exempt status – eligibility, timelines, and costs          Counseling clients about ongoing compliance reporting     Speaker: Michael Lehmann is a partner in the New York office of Dechert, LLP, where he specializes in tax issues related to non-profits and in the tax treatment of cross-border transactions.  He advises hospitals and other health care providers, research organizations, low-income housing developers, trade associations, private foundations and arts organizations. He advises clients on obtaining and maintaining tax-exempt status, executive compensation, reorganizations and joint ventures, acquisitions, and unrelated business income planning. Mr. Lehmann received his A.B., magna cum laude, from Brown University, his J.D. from Columbia Law School, and his LL.M. from New York 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.

• On-Demand

  Format

• 60

  Min.

• 8/28/26

  Avail. to
• DETAILS

Choice of Entity for Nonprofits & Obtaining Tax Exempt Status, Part 2

• Instructor(s):  Michael Lehmann

Choice of Entity for Nonprofits & Obtaining Tax Exempt Status, Part 2 Counseling a client about choice of entity for a nonprofit or charitable enterprise is a multilayered process.  First, clients need to understand that not all nonprofits are charities. Even if the enterprise is nonprofit and charitable in nature that does not necessarily mean the enterprise is eligible for tax-exempt status. Once these distinctions are made, attorneys need to counsel clients about the subtle advantages and disadvantages of four major types of entities, all formed under state law. Second, there is the distinct issue of how that entity is classified for federal tax purposes. Each classification comes with its own subtle tradeoffs.  This program will provide you with a practical guide to non-profit choice of entity and obtaining tax-exempt status.    Day 1          Framework of major choice of entity considerations for nonprofit and charitable organizations – corporations, LLCs and trusts          Private foundations v. public charities – tradeoffs, costs, compliance          Restrictions on the activities and investments of each type of entity, including joint ventures with profit-making organizations   Day 2          Considerations involving joint ventures between for-profit and non-profit entities          Practical Process of obtaining tax-exempt status – eligibility, timelines, and costs          Counseling clients about ongoing compliance reporting   Speaker: Michael Lehmann is a partner in the New York office of Dechert, LLP, where he specializes in tax issues related to non-profits and in the tax treatment of cross-border transactions.  He advises hospitals and other health care providers, research organizations, low-income housing developers, trade associations, private foundations and arts organizations. He advises clients on obtaining and maintaining tax-exempt status, executive compensation, reorganizations and joint ventures, acquisitions, and unrelated business income planning. Mr. Lehmann received his A.B., magna cum laude, from Brown University, his J.D. from Columbia Law School, and his LL.M. from New York 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.

• On-Demand

  Format

• 60

  Min.

• 8/29/26

  Avail. to
• DETAILS

Closely Held Company Merger & Acquisitions, Part 1

• Instructor(s):  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: 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: 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.

• On-Demand

  Format

• 60

  Min.

• 5/8/26

  Avail. to
• DETAILS

Closely Held Company Merger & Acquisitions, Part 2

• Instructor(s):  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:          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:          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. 

• On-Demand

  Format

• 60

  Min.

• 5/9/26

  Avail. to
• DETAILS

Closely Held Stock Options, Restricted Stock, Etc.

• Instructor(s):  C. Ben Huber

Closely Held Stock Options, Restricted Stock, Etc. Equity-based compensation is often essential to recruiting and retaining key employees in closely held companies.  Whether through the use of stock options, restricted stock, appreciation rights or other instruments and techniques, incentive compensation aligns the financial interests of key employees with the entity. Incentive compensation also often has the benefit of not requiring the immediately outlay of cash. Depending on the instruments used, equity-based compensation may also help defer tax recognition.  Compensation in LLCs takes on different forms but functions similarly. This program will provide you with a practical guide to equity-based incentive compensation in closely held companies.          Pros and Cons of Equity Comp          Equity Comp Basics          Valuation Issues          Vesting Conditions          Repurchase Rights          Corporate Equity Awards – Restricted Stock and Stock Options (NSOs and ISOs)          LLC Equity Awards – Profits Interests and Phantom Equity   Speaker: C. Ben Huber is a partner in the Denver office of Greenburg Traurig, LLP, where he has a broad transactional practice encompassing mergers and acquisitions, restructurings and reorganizations, corporate finance, capital markets, venture funds, commercial transactions and general corporate law.  He also has substantial experience as counsel to high tech, biotech and software companies in the development, protection and licensing of intellectual property.  His clients include start-up companies, family- and other closely-held businesses, middle market business, Fortune 500 companies, venture funds and institutional investors.  Mr. Huber earned his B.A. from the University of Colorado and his J.D. at the University of Colorado 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.

• On-Demand

  Format

• 60

  Min.

• 8/8/26

  Avail. to
• DETAILS

Common Area Maintenance, Insurance, and & Tax Provisions in Commercial Leases

• Instructor(s):  Anthony Licata

Common Area Maintenance, Insurance, and & Tax Provisions in Commercial Leases Common area expenses (CAM) are part of virtually every office and retail lease. These expenses cover everything from parking lots and reception areas to common meeting spaces and restrooms.  In triple net leases, landlords seek to recover these expenses from tenants.  This can be a significant component of a tenant’s lease expense.The scope of CAM, caps or other limitations, and audit rights are highly negotiated. Landlords and lenders are often reluctant to give any concessions. This program will provide you with a practical guide to negotiating and drafting CAM provisions in commercial leases. Scope of common area maintenance (CAM) expenses Relationship to minimum maintenance standards Treatment of taxes and insurance Differentiating operating v. capital expenses in CAM recovery Caps on CAM, fixed CAM, gross-up considerations Audit and information rights for CAM Understanding landlord, lender, and tenant motivations and concerns   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. 

• On-Demand

  Format

• 60

  Min.

• 11/13/26

  Avail. to
• DETAILS

Community Grief: Working with Clients Experiencing Grief

• Instructor(s):  Calm Waters

Community Grief: Working with Clients Experiencing Grief As legal professionals, we are often called upon to support our clients through difficult times. It can be challenging to know the best way to interact with someone who is experiencing such deep emotions and it's essential to respond with sensitivity and compassion. This course is designed to provide you with the language, techniques, and best practices needed to interact with clients who have experienced various types of grief, including death, divorce, incarceration, deportation, deployment, and foster/adoptive care. During the class, you will learn about the most supportive and sensitive response for all types of grief. The training will also provide information about Calm Waters services and other resources available in the community.   Presenters’ Bios Heather Gaglio received her Master's degree at Oklahoma State University in Human Development and Family Science with an option in Marriage and Family Therapy in 2012. She is a Licensed Marital and Family Therapist (LMFT) and an Approved Supervisor through the American Association for Marriage and Family Therapy (AAMFT). Heather has over 10 years of clinical experience and has worked in non-profit and private practice settings. Heather has been involved in supporting research in the field of Healthy Marriage and Responsible Fatherhood programs as well. As the current Clinical Director at Calm Waters in Oklahoma City, Oklahoma, Heather oversees a team of therapists and clinical interns who provide over 250 hours of grief counseling to nearly 150 clients each month. She is passionate about increasing access of grief support and educating the community about healthy and helpful ways to support children and families through grief and loss so that no one has to grieve alone. Hannah Showalter received her Master’s Degree at the University of South Carolina in Social Work with a focus on Health and Mental Health. She has practiced as a Licensed Master Level Social Worker since 2017, with experience in the nonprofit field, child abuse investigations, trauma therapy, and grief. As the Program Director at Calm Waters, a grief center in OKC, she oversees all community and center-based support group programs, a team of program interns, and incarcerated Oklahoman’s jail-based support groups. Her goal in programming is to create spaces where those experiencing grief can share without feeling like a problem to be solved, where our loss is validated, accepted, and remembered.    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. 

• On-Demand

  Format

• 154

  Min.

• 7/14/25

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• DETAILS

Confidentiality Agreements in Workplace

• Instructor(s):  Shannon M. Bell

Confidentiality Agreements in Workplace Many business transactions, employment agreements, and litigation settlement agreements rest on the bedrock of the parties agreeing to keep confidential the terms of the underlying agreement.  These agreements, sometimes considered extended exercises in boilerplate, are more properly a complex array of terms defining what’s confidential, what’s not, what constitutes a breach, and how long confidentiality must be maintained.  As importantly, these agreements are not self-executing.  How a contractual breach is redressed – damages and injunctive relief – must also be carefully considered to enhance practical enforceability.  This program will provide you with a practical guide to drafting confidentiality and nondisclosure agreements in a range of settings to enhance effectiveness and enforceability. Framework of law governing enforceability Defining the scope of confidential information – and what’s not confidential Key terms – persons covered, duration of confidentiality, forms of breach, damages Practical enforceability – what can be done at the drafting stage? Common traps that lead to unenforceability   Speaker: Shannon M. Bell is a partner with Kelly & Walker, 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.  Ms. Bell earned her B.S. from the University of Iowa and her J.D. from the University of Denver.       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.

• On-Demand

  Format

• 60

  Min.

• 5/31/26

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• DETAILS

Construction Contracts: Drafting Issues, Spotting Red Flags and Allocating Risk, Part 1

• Instructor(s):  John Miller

Construction Contracts: Drafting Issues, Spotting Red Flags and Allocating Risk, Part 1 Construction contracts are among the most difficult agreements to draft or review and negotiate.  At every stage, building is fraught with substantial risk – timely regulatory approvals, cost containment and price certainty, financing contingencies, building deadlines, and a host of other risks. If these risks materialize, as is common, the bargained for exchange among the parties and their expectations are radically unsettled. Construction contracts are a careful allocation of risks, a compromise between flexibility and price/cost certainty, and establish procedures for resolving disputes short of costly litigation. This program will provide you with a practical guide to drafting the most important provisions of construction contracts. Day 1: Reviewing and drafting essential provisions of construction contracts Use and common mistakes in using AIA contacts in negotiations with builders Defining the scope of a project and planning for modifications How fees and costs are structured – and allocating risk of modification Tying performance standards and timelines to payments Day 2: Insurance and indemnification provisions of construction contracts Role of subcontractors and mechanics and materialmen liens Anticipating disputes between property owners and builders, and building in cost-effective dispute resolution Role and limitations of different type of damages    SPEAKER: John Miller is the principal of John R. Miller, PLLC in the Charlotte, North Carolina and was for 39 years a partner with Robinson, Bradshaw & Hinson, P.A.  His practice encompasses corporate and securities law, mergers and acquisitions, banking and finance, and construction law.  He was selected by his peers for inclusion in "The Best Lawyers in America" and for inclusion in Business North Carolina Magazine's "Legal Elite" as one of the top business lawyers in North Carolina.  He received his A.B. from Duke University and his J.D., with distinction, from Duke 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.

• On-Demand

  Format

• 60

  Min.

• 10/24/26

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• DETAILS

Construction Contracts: Drafting Issues, Spotting Red Flags and Allocating Risk, Part 2

• Instructor(s):  John Miller

Construction Contracts: Drafting Issues, Spotting Red Flags and Allocating Risk, Part 2 Construction contracts are among the most difficult agreements to draft or review and negotiate.  At every stage, building is fraught with substantial risk – timely regulatory approvals, cost containment and price certainty, financing contingencies, building deadlines, and a host of other risks. If these risks materialize, as is common, the bargained for exchange among the parties and their expectations are radically unsettled. Construction contracts are a careful allocation of risks, a compromise between flexibility and price/cost certainty, and establish procedures for resolving disputes short of costly litigation. This program will provide you with a practical guide to drafting the most important provisions of construction contracts. Day 1: Reviewing and drafting essential provisions of construction contracts Use and common mistakes in using AIA contacts in negotiations with builders Defining the scope of a project and planning for modifications How fees and costs are structured – and allocating risk of modification Tying performance standards and timelines to payments Day 2: Insurance and indemnification provisions of construction contracts Role of subcontractors and mechanics and materialmen liens Anticipating disputes between property owners and builders, and building in cost-effective dispute resolution Role and limitations of different type of damages    SPEAKER: John Miller is the principal of John R. Miller, PLLC in the Charlotte, North Carolina and was for 39 years a partner with Robinson, Bradshaw & Hinson, P.A.  His practice encompasses corporate and securities law, mergers and acquisitions, banking and finance, and construction law.  He was selected by his peers for inclusion in "The Best Lawyers in America" and for inclusion in Business North Carolina Magazine's "Legal Elite" as one of the top business lawyers in North Carolina.  He received his A.B. from Duke University and his J.D., with distinction, from Duke 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.

• On-Demand

  Format

• 60

  Min.

• 10/25/26

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• DETAILS

Core Concepts of Nonprofit Law - 2023 OBA Annual Meeting

• Instructor(s):  Jeri D. Holmes

Presented at the 2023 Oklahoma Bar Association Annual Meeting.                   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. 

• On-Demand

  Format

• 50

  Min.

• 1/22/25

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• DETAILS

Corporate Transparency Act Has Potential Liability for Clients and Lawyers - 2024 Annual Meeting

• Instructor(s):  Alexandra Towler-Bliss, Matthew Eads

Corporate Transparency Act Has Potential Liability for Clients and Lawyers    Filmed at the 2024 OBA Annual Meeting   Alexandra Towler-Bliss Alexandra Towler-Bliss is an attorney focusing on nonprofit and small business compliance and employment law, with an eye toward workplace wellness, diversity, equity, inclusion, and true belonging. Alex founded Culture Connection Law as a remedy, seeking to further holistic organizational health in the face of an ever evolving workforce, from legal infrastructure and support, all the way to team culture. She is proud to be Oklahoma born and raised, earning her Bachelor of Arts from Oklahoma State University and her Juris Doctor from the University of Oklahoma College of Law. She is deeply rooted in her community, working to support local initiatives as legal counsel and serving on the Boards of Sunbeam Family Services and Camp Twin Cedars. Alex’s foundational belief that every single person deserves the space to mess it up, learn, and correct guides her. Her warm fuzzy is teaching leaders how to love themselves and their teams a little easier   Matthew Eads Matthew Eads graduated from OU in 2002 with a Bachelors of Business Administration and a Bachelor of Arts in Journalism. While law school was always a desire, he embarked on a first career spent mostly in leadership positions within the insurance claims industry. With the support and encouragement of his wife and family, Mr. Eads enrolled in law school shortly after his 40th birthday. He graduated from Oklahoma City University School of Law in 2022 and passed the Uniform Bar Exam the same year. Mr. Eads' 20+ years of leadership and business experience have proven to be invaluable to business planning clients. His insight and ability to provide creative solutions has helped clients minimize risk while creating effective strategies for the future. Estate planning has been a passion of his for years. Seeing the weight and stress lifted off of people’s shoulders when the plan is in place is something that will never get old. His ability to connect with clients facilitates the creation of comprehensive plans that protect families.       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.  

• On-Demand

  Format

• 48

  Min.

• 8/5/26

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• DETAILS

Cyber Age Ethics for Transactional Lawyers

• Instructor(s):  Lenné Espenschied

Cyber Age Ethics for Transactional Lawyers   Got ethics?  This program will explore ethical issues in the Cyber Age from a transactional lawyer's perspective.  Using the ABA's Model Rules of Professional Conduct and recent legal ethics opinions as guides, we'll consider sticky situations that often arise in the course of negotiating and drafting contracts, like these:   •what is required for "competent" representation? •what are “reasonable efforts” to protect client data in an era where hacking is considered a “when” and not an “if”?   •what is “Cloud Computing,” and is it ethical? •is a service like Amazon Web Service immune from hacking? •is a lawyer required to notify clients when a hack occurs? •what is a lawyer’s responsibility for client property when a natural disaster occurs? The following ABA Model Rules of Professional Conduct are discussed:  1.1; 1.4; 1.6; 1.15; 1.16; 5.1; and 5.3.    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. 

• On-Demand

  Format

• 62

  Min.

• 12/31/24

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• DETAILS

Data Privacy: What Is It and Why Should You Care?

• Instructor(s):  Collin R. Walke, Hall Estill, Special Counsel

  Data Privacy: What Is It and Why Should You Care? OBA/CLE Lunch and Learn   This CLE will apprise practitioners on what data privacy is and how it applies to their practice.  From protecting sensitive client data to applying for malpractice insurance, understanding data privacy is critical for both legal and ethical compliance.      SPEAKER: Collin R. Walke, J.D., CIPP/US, CIPM Hall Estill, Special Counsel   Collin Walke leads Hall Estill's Cybersecurity and Data Privacy Practice. Collin is CIPP-US and CIPM certified, and is also a certified AI Systems auditor under the GDPR. Collin received his B.A. in Philosophy from Oklahoma State University, his J.D., magna cum laude, from Oklahoma City University School of Law, and is also a graduate of Harvard's Business Analytics Program.     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. 

• On-Demand

  Format

• 50

  Min.

• 12/31/24

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• DETAILS

Defending Against IRS Audits of Closely Held Companies, Part 1

• Instructor(s):  Stephen J. Turanchik, Lydia Turanchik

Defending Against IRS Audits of Closely Held Companies, Part 1 This program will provide you with a practical guide to defending closely held businesses and owners against IRS audits and collection activity. The program will discuss counseling clients about what to expect in the process and preparing their documentation for review.  It will also cover assessing their potential liability and preparing strategies accordingly.  The differences between income and employment tax issues will also be covered. This program will provide you with real world guide to defending against IRS audit and collection activity of closely held companies.  Day 1: Ascertaining the IRS’s goals and determining a reasonable range of settlements Types of settlements and IRS settlement standards Appeals process and rates of success at each level Negotiating an audit settlement in anticipation of collections Collections process, defenses, and forms of penalty   Day 2: Counseling clients about the scope and nature of IRS collection activity IRS use of asset freezes – cash and liquid assets Liens and levies – and how to obtain releases Obtaining injunctive relief from collection activity Interrelationship of bankruptcy law and collection activity   Speakers: Stephen J. Turanchik is an attorney in the Los Angeles office of Paul Hastings, LLP, where his practice focuses on tax litigation at the state and federal levels as well as tax controversy work at the administrative levels. Before entering private practice, he is previously litigated for six years for the U.S. Department of Justice, Tax Division, where he litigated over 300 tax cases in federal, bankruptcy, state and probate court. He has also lectured at Loyola Law School and California State University, Fullerton on topics relating to tax litigation and is chair-elect of the executive committee of the Los Angeles Bar Association’s Tax Section. Mr. Turanchik received his B.A. from the College of the Holy Cross, his J.D. from Fordham University School of Law, and his LL.M. in Taxation from New York University School of Law. Lydia Turanchik is a partner in the Los Angeles office of Nardiello Turanchik, LLP, where her practice focuses on tax litigation and controversy matters against the United States Department of Justice, the Internal Revenue Service, and state tax agencies.  She has handled tax disputes at all levels, including audit, appeal, settlement, litigation and collection.  Before entering private practice, she was a trial attorney with the U.S. Department of Justice’s Tax Division in Washington, D.C.  Ms. Turanchik earned her B.A. from Tufts University, J.D. from Vermont Law School, and her LL.M. from Boston University.       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.

• On-Demand

  Format

• 60

  Min.

• 9/18/26

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• DETAILS

Defending Against IRS Audits of Closely Held Companies, Part 2

• Instructor(s):  Stephen J. Turanchik, Lydia Turanchik

Defending Against IRS Audits of Closely Held Companies, Part 2 This program will provide you with a practical guide to defending closely held businesses and owners against IRS audits and collection activity. The program will discuss counseling clients about what to expect in the process and preparing their documentation for review.  It will also cover assessing their potential liability and preparing strategies accordingly.  The differences between income and employment tax issues will also be covered. This program will provide you with real world guide to defending against IRS audit and collection activity of closely held companies.  Day 1: Ascertaining the IRS’s goals and determining a reasonable range of settlements Types of settlements and IRS settlement standards Appeals process and rates of success at each level Negotiating an audit settlement in anticipation of collections Collections process, defenses, and forms of penalty Day 2: Counseling clients about the scope and nature of IRS collection activity IRS use of asset freezes – cash and liquid assets Liens and levies – and how to obtain releases Obtaining injunctive relief from collection activity Interrelationship of bankruptcy law and collection activity   Speakers: Stephen J. Turanchik is an attorney in the Los Angeles office of Paul Hastings, LLP, where his practice focuses on tax litigation at the state and federal levels as well as tax controversy work at the administrative levels. Before entering private practice, he is previously litigated for six years for the U.S. Department of Justice, Tax Division, where he litigated over 300 tax cases in federal, bankruptcy, state and probate court. He has also lectured at Loyola Law School and California State University, Fullerton on topics relating to tax litigation and is chair-elect of the executive committee of the Los Angeles Bar Association’s Tax Section. Mr. Turanchik received his B.A. from the College of the Holy Cross, his J.D. from Fordham University School of Law, and his LL.M. in Taxation from New York University School of Law. Lydia Turanchik is a partner in the Los Angeles office of Nardiello Turanchik, LLP, where her practice focuses on tax litigation and controversy matters against the United States Department of Justice, the Internal Revenue Service, and state tax agencies.  She has handled tax disputes at all levels, including audit, appeal, settlement, litigation and collection.  Before entering private practice, she was a trial attorney with the U.S. Department of Justice’s Tax Division in Washington, D.C.  Ms. Turanchik earned her B.A. from Tufts University, J.D. from Vermont Law School, and her LL.M. from Boston University.       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.

• On-Demand

  Format

• 60

  Min.

• 9/19/26

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• DETAILS

Defending Estate and Gift Tax Audits

• Instructor(s):  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   Speaker: 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. 

• On-Demand

  Format

• 60

  Min.

• 5/2/26

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• DETAILS

DEI 6.0 in the Legal Profession

• Instructor(s):  Herb Rubenstein

DEI 6.0 in the Legal Profession This program offers an in-depth exploration of Diversity, Equity, and Inclusion (DEI) from its historical roots to contemporary practices and challenges. Participants will gain a thorough understanding of the evolution and fundamental principles of DEI programs, as well as strategies for addressing common pitfalls and legal obstacles. The curriculum includes practical skills for navigating current political and legal debates surrounding DEI, preparing participants to effectively respond to objections and defend the relevance of DEI 6.0 initiatives in 2024 and beyond. Through case studies and strategic analysis, participants will also acquire essential tactics to prevent or mitigate litigation risks, equipping them with the knowledge to champion successful DEI programs in their organizations.   SPEAKER:  Herb Rubenstein Author, Leadership for Lawyers, (2nd ed., American Bar Association, 2008); Lead Author: Breakthrough, INC. High Growth Strategies for Entrepreneurial Organizations (Financial Times, London, 1999, with Anthony Grundy); Lead Author, Leadership Development for Educators, Rubenstein, Miles, and Bassi (Rowman and Littlefield Education, Lanham, New York, 2009); Author of numerous courses on Leadership for Lawyers, Ethics for Accountants, Sustainability, Strategic Management, Electronic Court Systems, & Forecasting; Attorney, Member DC, MD, VA, and Supreme Court Bars, Member, Federal District Court, Colorado. Founder of the David Warner Fellowship Fund for scholarships at the LBJ School of Public Affairs. Honors and Education: Washington and Lee University, B.A., Phi Beta Kappa, Omicron Delta Kappa, Captain and Four-Year Letterman, Golf Team, 1974; University of Bristol, Bristol, England, Diploma in Social Sciences, Rotary Ambassadorial Scholar, 1975; Master of Public Affairs, LBJ School of Public Affairs, UT Austin, 1977;Georgetown University Law Center, Juris Doctor, 1982.       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.

• On-Demand

  Format

• 103

  Min.

• 4/29/26

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• DETAILS

Director and Officer Liability: What are the Tripwires

• Instructor(s):  Frank Ciatto

Director and Officer Liability: What are the Tripwires Statutory and common law impose certain fiduciary duties—care, diligence, good faith, and fair dealing—on directors and managers of corporate entities, managers of LLCs, and in certain instances members of LLCs. The corporate and organizational opportunity doctrines also operate to restrict the activity of closely held company stakeholders, preventing misappropriation of certain corporate or LLC opportunities. In certain instances, the owners of the entity may want to expand, limit, or even entirely eliminate these duties. Depending on the entity involved and the specific duty, the law may allow modification by agreement, but unintended consequences may be substantial. This program provides you with a practical guide to fiduciary duties in corporations and LLCs, how they may be modified, and the possible consequences. • Fiduciary duties in closely held corporations and LLCs• Corporate fiduciary duties and standards of review—duty of loyalty and duty of care• Conflicts of interest and self-dealing issues in closely held corporations• Fiduciary duties in LLCs—standards set by contract and by law• Which duties may be modified or eliminated—and which may not• How the corporate and organizational opportunity doctrines work in closely held companies.   Speaker: Frank Ciatto is a partner in the Washington, DC, office of Venable LLP, where he advises 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 ABA Business Law Section Mergers & Acquisitions Subcommittee. He is also a Certified Public Accountant. James DePaoli is an attorney in the Washington, DC, office of Venable LLP, where his practice focuses on corporate and commercial matters. He represents clients in the acquisition and disposition of assets and securities, mergers, and other business combinations and 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.

• On-Demand

  Format

• 60

  Min.

• 9/30/26

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• DETAILS

Domestic Asset Protection Strategies for Trust and Estate Planners

• Instructor(s):  Jonathan E. Gopman

Domestic Asset Protection Strategies for Trust and Estate Planners Though asset protection planning often seems to be the province of off-shore trusts available to only a limited range of clients, in fact asset protection planning utilizes a wide range of domestic planning vehicles, tools, and techniques that are of great value to many clients.  Exemption planning allows clients to preserve real estate and other forms of property against claims of creditors and tort claimants. Retirement plans, annuity and insurance contracts, properly structured and held, also provide creative solutions to protect assets.Each of these vehicles and techniques comes with risks that must be carefully explored, explained and hedged.  This program will provide you with a practical guide to utilizing domestic asset protection techniques to achieve client goals in trust and estate planning.   ·         Asset protection with self-settled trusts, single member LLCs, and other entities ·         Use of retirement fund accounts and plans to shield assets ·         Strategies using annuity and insurance products to preserve assets ·         Planning to maximize “exempt” assets under federal & state bankruptcy and creditor laws ·         Risks and penalties if certain transfers are deemed fraudulent conveyances   Speaker:   Jonathan E. Gopman is the managing partner of the Naples, Florida office of Akerman. LLP, where his practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs.  He is co-author of the revised version of the BNA Tax Management Portfolio “Estate Tax Payments and Liabilities.”  He is also a commentator on asset protection planning matters for Leimberg Information Services, Inc., a member of the legal advisory board of Commonwealth Trust Company in Wilmington, Delaware, and a member of the Society of Trust and Estate Practitioners.    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. 

• On-Demand

  Format

• 64

  Min.

• 7/11/25

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• DETAILS

Drafting Arbitration Agreements in Business and Commercial Transactions

• Instructor(s):  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 member with Kelly & Walker, 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. 

• On-Demand

  Format

• 61

  Min.

• 10/13/25

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• DETAILS

Drafting Business Service Agreements

• Instructor(s):  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 Conflicts of interest, limitation of liability, and indemnification    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.         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.

• On-Demand

  Format

• 60

  Min.

• 5/24/26

  Avail. to
• DETAILS

Drafting Buy/Sell Agreements for Closely Held Companies, Part 1

• Instructor(s):  Daniel G. Straga

Drafting Buy/Sell Agreements for Closely Held Companies, Part 1 There is rarely a liquid market for the sale or exchange of ownership interests in closely-held companies.  Buy/sell agreements fix that problem by creating a market among the owners of a company, providing a mechanism for owners to liquidate their interests in a reliable manner. The owners may agree to buy and sell interests among themselves on the occurrence of certain events and using certain valuation metrics, or they may agree that the company itself will redeem an owner’s interest. Without these agreements, there is often no alternative for an owner to cash out, short of liquidating the company. This program will provide you with a practical guide to the different types of buy/sell agreements, drafting the essential provisions of each, and common negotiating and drafting tips. Day 1: ·         Types of buy/sell agreements – cross-purchase among owners, entity redemption, and hybrid approaches ·         Most highly negotiated provisions of buy/sell agreements ·         Triggering events – voluntary sale, retirement, death, bankruptcy of shareholder or member ·         Valuation of interests – appraisals, formula clauses,comps, and dispute resolution ·         Rights of first offer v. rights of first refusal, and sales to third parties Day 2: ·         Funding buy/sell arrangements  – payouts/earnouts over time, commercial borrowing, key-man insurance, other funding sources ·         Special issues involving S Corps and unincorporated entities ·         Drag-along and tag-along rights in buy/sell agreements ·         Major tax issues in buy/sell agreements for buyer, seller and the entity   Speaker: Daniel G. Straga is counsel 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.   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. 

• On-Demand

  Format

• 60

  Min.

• 6/21/25

  Avail. to
• DETAILS

Drafting Buy/Sell Agreements for Closely Held Companies, Part 2

• Instructor(s):  Daniel G. Straga

Drafting Buy/Sell Agreements for Closely Held Companies, Part 2 There is rarely a liquid market for the sale or exchange of ownership interests in closely-held companies.  Buy/sell agreements fix that problem by creating a market among the owners of a company, providing a mechanism for owners to liquidate their interests in a reliable manner. The owners may agree to buy and sell interests among themselves on the occurrence of certain events and using certain valuation metrics, or they may agree that the company itself will redeem an owner’s interest. Without these agreements, there is often no alternative for an owner to cash out, short of liquidating the company. This program will provide you with a practical guide to the different types of buy/sell agreements, drafting the essential provisions of each, and common negotiating and drafting tips. Day 1: ·         Types of buy/sell agreements – cross-purchase among owners, entity redemption, and hybrid approaches ·         Most highly negotiated provisions of buy/sell agreements ·         Triggering events – voluntary sale, retirement, death, bankruptcy of shareholder or member ·         Valuation of interests – appraisals, formula clauses,comps, and dispute resolution ·         Rights of first offer v. rights of first refusal, and sales to third parties Day 2: ·         Funding buy/sell arrangements  – payouts/earnouts over time, commercial borrowing, key-man insurance, other funding sources ·         Special issues involving S Corps and unincorporated entities ·         Drag-along and tag-along rights in buy/sell agreements ·         Major tax issues in buy/sell agreements for buyer, seller and the entity   Speaker: Daniel G. Straga is counsel 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.   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. 

• On-Demand

  Format

• 60

  Min.

• 6/22/25

  Avail. to
• DETAILS

Drafting Client Engagement Letters in Trust and Estate Planning

• Instructor(s):  Daniel L. Daniels

Drafting Client Engagement Letters in Trust and Estate Planning Client engagement letters are the foundation of a successful representation in trust and estate planning, administration or fiduciary litigation.  It’s where expectations are set – about fees, timelines, and who you are representing. Difficult issues involving conflicts of interests and decision-making can also be framed and addressed. These letters clarify goals and substantially reduce the risk of later dispute.  This program will provide you a practical guide to using client engagement letters to provide the foundation of a successful relationship in trust and estate planning, administration and litigation. Most important elements of successful client engagement letter Spousal representations – joint representation or separate, and practical difficulties of each Representing multiple generations of a family – who is in charge?   Lawyer as fiduciary – what must you do if you’re the trustee How to handle extant or developing client incapacity Ongoing communication and billing issues Providing for withdrawal from an engagement – when and how   SPEAKER:  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.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, 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.

• On-Demand

  Format

• 60

  Min.

• 12/31/26

  Avail. to
• DETAILS

Drafting Demand Letters

• Instructor(s):  Shannon M. Bell

Drafting Demand Letters Demand letters may seem like they’re merely hammer-strokes, the first blow of litigation.  But the most effective demand letters are more subtly crafted.  Tone is important.  Vitriolic letters – letters that do not keep a client’s goals in mind and misjudge the reader’s range of likely reactions – may be counterproductive.  Rather than moving the process toward a good outcome, the letter may actually result in setbacks and greater costs.  There’s a subtle balance between precision and vagueness, stimulating favorable response by being sufficiently vague so that the reader speculates about adverse consequences. There’s also the issue of how much of your case – favorable facts and persuasive law – to include in the letter. This program will provide you with a real-world guide to setting goals and carefully crafted demand letters to advance client goals.          Setting goals and realistic expectations          Striking the right tone – how aggressive is too aggressive?          Precision v. vagueness - leaving room for speculation and negotiation.          How much of your case – the facts and the law – to include in the letter?          Common traps and mistakes in demand letters   Speaker: Shannon M. Bell is a member 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.  Ms. Bell earned her B.S. from the University of Iowa and her J.D. from the University of Denver.       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. 

• On-Demand

  Format

• 60

  Min.

• 5/12/25

  Avail. to
• DETAILS

Drafting Distribution Provisions in Trusts

• Instructor(s):  Daniel L. Daniels

Drafting Distribution Provisions in Trusts Distribution provisions are the most essential provisions of trust instruments – and risk lurks everywhere.  If a trustee has unbounded discretion, he or she risks a “general power of appointment,” which would cause the trust’s assets to be taxable to the holder of the power of appointment.  But distribution standards – especially for “standard of living” or “emergencies” – are inherently susceptible to multiple interpretations and dispute, and potentially to litigation.  Ultimately, planning and drafting these provisions is an exercise in risk management and tradeoffs.  This program will provide you with a real world guide to planning and drafting distribution provisions in trust instruments, including the tradeoffs and risks.   Risks of discretionary distributions – power of appointment, taxable inclusion, litigation Cost/benefit of heavily detailed v. general distribution provisions Ascertainable standards – health, education, maintenance, and support (HEMs) Drafting sole and absolute discretion, emergencies, best interests, and standard of living Role of fiduciary duties in making distribution decisions Tax considerations when making distributions   Speaker: 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.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, 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. 

• On-Demand

  Format

• 60

  Min.

• 1/17/26

  Avail. to
• DETAILS

Drafting Employee Handbooks

• Instructor(s):  Stefanee Handon

Employee handbooks define the relationship of employer and employee for most employees.  These handbooks establish leave policies, polices for working from home, sick leave, and grounds for dismissal. They also help ensure the protection of employer trade secrets.  In a highly interconnected age, they establish policies for the use of smartphones, tablets, and other devices on and for the job. If a handbook is carefully planned and drafted, it provides for a stable workplace, reducing the risk of employer liability. The absence of a handbook can lead to just the opposite – a workplace with ad hoc policies and abounding risk.  This program will provide you with a practical guide to drafting employee handbooks.   ·         Essential elements of employee handbooks ·         Work from home policies and protections ·         Ensuring handbooks are not enforceable contracts and are subject to change by employers. ·         Compliance with EEO laws, including the ADA, FMLA and others. ·         Prohibition of discrimination, harassment, and other unlawful conduct ·         Defining workplace policies for personal smartphones, tablets, and other devices ·         Time off, leave of absence, and discipline and dismissal procedures.   Speaker:   Stefanee Handon is an attorney in the Washington, D.C. office of Paul Hastings, LLP, where she represents employers in all aspects of employment law, including wage and hour compliance, fair employment practices, and individual employment rights.  She also counsel’s employers on all aspects of the employer-employee relationship, including hiring, pay, promotion, and termination.     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. 

• On-Demand

  Format

• 60

  Min.

• 6/2/25

  Avail. to
• DETAILS

Drafting Employment Agreements for Commission-based Employees

• Instructor(s):  Jennifer S. Baldocchi

Every organization depends on generating sales, often sales made by sales agents.  Drafting agreements for sales people is complex and unlike other employment agreements. The primary task is defining a workable sales commission and incentive structure that is durable while the sales agent works for your client and that limits legal liability and practical damage after the sales agent separates from employment.  There are also complex issues of post-employment payments, internal reporting and support, and preserving the confidentiality of proprietary employer information such as client/customer lists, pricing schedules, vendor information and more after the sales agent has departed – perhaps to a competitor. This program will provide you with a practical guide to drafting sales agents’ agreements for business clients.   Commission and incentive structures – and common traps after an agent departs Differences between employee v. independent contractor sales staff Common traps employers make in including unlawful terms Wage and hour issues in commission and incentive compensation agreements Protecting client and price lists, vendor information & other sensitive information when a sales agent leaves Scope of protectable interests and practical steps required to enforce confidentiality   Speaker: Jennifer S. Baldocchi is a partner in the Los Angeles office of Paul Hastings, LLP, and co-chair of the firm’s employment department. She has a broad-based employment practice, with a focus on intellectual property, including employee mobility, trade secrets, covenants not to compete, unfair competition, and related business tort claims. Her practice also involves advising and defending employers in complex employment claims such as wrongful discharge, discrimination, retaliation, and harassment. She also counsels clients in wage and hour issues and investigations.  Ms. Baldocchi earned her B.A., with honors, from the University of California, Berkeley, and her J.D. from Loyola 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.

• On-Demand

  Format

• 60

  Min.

• 2/3/25

  Avail. to
• DETAILS

Drafting Escrow Agreements in Business & Commercial Transactions

• Instructor(s):  Steven O. Weise

Drafting Escrow Agreements in Business & Commercial Transactions Every escrow agreement has a degree of intrinsic uncertainty.  Whether the agreement is for the release of money, property title, software code, or something else, the escrow agent must determine whether certain conditions have been met before releasing the property held in escrow.  That involves a degree of judgement, and like all judgments, subject to dispute.  In this sense, escrow agreements, which are intended to limit risk and enhance the certainty of a transaction, introduce another layer of risk. This puts a priority on carefully drafting the material details of the underlying transaction in as clear terms as possible.This program will provide you with a practical guide to drafting escrow agreements in transactions. ·         Defining conditions for release of property in basic, clear, explicit terms to reduce risk ·         Drafting release instructions to tightly synchronize with the underlying transaction ·         Inherent risks involved with escrow agent determinations ·         Co-mingled and held in trust funds v. segregated funds ·         Timing – how drafting too early might miss key terms in the underlying agreement ·         Choosing the right escrow agent depending on the nature of the transaction ·         Reducing escrow agent through E&O or other insurance   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.     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. 

• On-Demand

  Format

• 60

  Min.

• 7/27/25

  Avail. to
• DETAILS

Drafting Indemnity Agreements in Business and Commercial Transactions

• Instructor(s):  Joel R. Buckberg, William J. Kelly, III

Drafting Indemnity Agreements in Business and Commercial Transactions Indemnity agreements are central to the risk allocation and limitation of liability system built into most transactionalarrangements. The indemnitor agrees to indemnify the indemnitee on the occurrence of certain events. The scope of liability in these agreements is very carefully defined, often including actual costs but excluding consequential damages or any damages arising from third-party claims. All of the pieces of the indemnity puzzle – scope, measure of damages, exclusions and procedures for cost recovery – must be very carefully considered, negotiated and drafted. This program will provide you with a practical guide to drafting key provisions of indemnity agreements in transactional agreements.  Scope of indemnity – indemnity v. hold harmless, damages v. liabilities, direct v. third-party claims Types of losses subject to indemnity – breaches of reps and warranties, covenants, losses, specific circumstances Determining recoverable damages and costs, including attorneys’ fees Implied or equitable indemnity – and use of disclaimers to limit liability Difference between the duty to defend v. indemnification  Procedure for claiming and obtaining indemnification reimbursements   SPEAKERS: Joel R. Buckberg is a shareholder in the Nashville office of Baker, Donelson, Bearman, Caldwell & Berkowitz, P.C. and chair of the firm’s commercial transactions and business consulting group. He has more than 45 years’ experience structuring and drafting commercial, corporate and business transactions.  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. William J. Kelly, III is a founding member of Kelly Law Partners, LLC, and has more than 30 years’ experience in the areas of employment and commercial litigation.  In the area of employment law, he litigates trade secret, non-compete, infringement and discrimination claims in federal and state courts nationwide and has advised Fortune 50 companies on workplace policies and practices.  In the area of commercial litigation, his experience includes class action litigation, breach of contract and indemnity, mass-claim complex insurance litigation, construction litigation and trade secrets.  Earlier in career, he founded 15 Minutes Music, an independent music production company.  Mr. Kelly earned his B.A. from Tulane University and his J.D. from St. Louis 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.

• On-Demand

  Format

• 60

  Min.

• 12/31/24

  Avail. to
• DETAILS

Drafting Indemnity Agreements in Business and Commercial Transactions

• Instructor(s):  Joel R. Buckberg & William J. Kelly

Drafting Indemnity Agreements in Business and Commercial Transactions Indemnity agreements are central to the risk allocation and limitation of liability system built into most transactionalarrangements. The indemnitor agrees to indemnify the indemnitee on the occurrence of certain events. The scope of liability in these agreements is very carefully defined, often including actual costs but excluding consequential damages or any damages arising from third-party claims. All of the pieces of the indemnity puzzle – scope, measure of damages, exclusions and procedures for cost recovery – must be very carefully considered, negotiated and drafted. This program will provide you with a practical guide to drafting key provisions of indemnity agreements in transactional agreements.  Scope of indemnity – indemnity v. hold harmless, damages v. liabilities, direct v. third-party claims Types of losses subject to indemnity – breaches of reps and warranties, covenants, losses, specific circumstances Determining recoverable damages and costs, including attorneys’ fees Implied or equitable indemnity – and use of disclaimers to limit liability Difference between the duty to defend v. indemnification  Procedure for claiming and obtaining indemnification reimbursements   SPEAKERS: Joel R. Buckberg is a shareholder in the Nashville office of Baker, Donelson, Bearman, Caldwell & Berkowitz, P.C. and chair of the firm’s commercial transactions and business consulting group. He has more than 45 years’ experience structuring and drafting commercial, corporate and business transactions.  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. William J. Kelly, III is a founding member of Kelly Law Partners, LLC, and has more than 30 years’ experience in the areas of employment and commercial litigation.  In the area of employment law, he litigates trade secret, non-compete, infringement and discrimination claims in federal and state courts nationwide and has advised Fortune 50 companies on workplace policies and practices.  In the area of commercial litigation, his experience includes class action litigation, breach of contract and indemnity, mass-claim complex insurance litigation, construction litigation and trade secrets.  Earlier in career, he founded 15 Minutes Music, an independent music production company.  Mr. Kelly earned his B.A. from Tulane University and his J.D. from St. Louis 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.

• 12/23/24

  Presented
• DETAILS

Drafting Legal Holds in Civil Litigation

• Instructor(s):  Stanley E. Woodward Jr.

Legal holds are essential documents in civil litigation.  Presented by one party to the other, often by the plaintiff to the defendant in anticipation of filing a complaint, the hold demands the other party preserve specified evidence – documents or other items – which is essential underlying claiming.  But these no mere matter of issuing a form letter. Their scope and demands must be carefully tailored to the underlying claim. There are also issues of notice, who should receive the hold, remedies for breach, and potentially sanctions. This program will provide you with a practical guide to planning and drafting legal holds in civil litigation. ·         Giving notice of a litigation hold – and practical legal effect ·         Who should receive the hold? ·         Defining the scope of hold ·         Standards in federal and state courts ·         Electronically stored information – preservation v. pulling ·         Termination of litigation ·         Remedies for violation of hold – sanctions, adverse judgement Speaker: Stanley E. Woodward Jr. is partner with Brand | Woodward, 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. 

• On-Demand

  Format

• 60

  Min.

• 5/31/25

  Avail. to
• DETAILS

Drafting Liquidated Damages Clauses

• Instructor(s):  Shannon M. Bell

Liquidated damages clauses are a risk allocation tool used across business, commercial, real estate and sometimes employment agreements.  On the occurrence of certain carefully defined triggering events, the breaching party is liable for the liquidated damages amount.  Triggering events run the gamut from failure to deliver marketable products on a timely basis to early termination of an employment contract. Though these clauses are intended reduce the risk of post-closing litigation over damages, the scope of damages is not always knowable at closing and poorly drafted clauses may cause more litigation. This program will provide you a real world guide to the essential elements of enforceable liquidated damages clauses.   Law governing liquidated damages clauses Elements of clauses – damages difficult to quantify and liquidated amount reasonably related to actual damages Guidance on optionality, specificity, self-justification, and triggers Circumstances in which clauses are most effectively used – and those where they are ineffective Practical tips of enhancing enforceability and collecting damages   Speaker: Shannon M. Bell is a member with Kelly & Walker, LLC, where has 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 office liability, piercing the corporate veil, and derivate actions.  She writes and speaks on commercial litigation, employment, discovery and bankruptcy topics.  Ms. Bell earned her B.S. from the University of Iowa and her J.D. from the University of Denver.   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.

• On-Demand

  Format

• 60

  Min.

• 1/13/25

  Avail. to
• DETAILS

Drafting LLC Operating Agreements, Part 1

• Instructor(s):  Paul Kaplun

Drafting LLC Operating Agreements, Part 1 LLC operating agreements may be the most commonly document drafted, reviewed and negotiated by transactional counsel. These documents define the governance, information and liquidation rights of members, allocate economic rewards, sometimes establish restrictions on members or their interests, and can assign or alleviate liability.  The tax provisions, too, are highly complex, defining allocations of tax attributes and rights to cash and property distributions.  Fiduciary duties may also be modified in a way that is not possible in other types of entities. This program will provide you with a practical guide to drafting the most important provisions of LLC operating agreements. Day 1:        Drafting the most important provisions of LLC operating agreements        Planning for different types of capital contributions – capital v. services, current contributions v. future capital calls        Management provisions depending on whether the LLC is member-managed v. manger-managed LLCs        Fiduciary duties of members, modifications, and the “LLC opportunity doctrine”        Restrictions on transfers of capital and profits interests        Relationship between tax allocation and property distribution provisions, including IRC Section 704(b) accounting   SPEAKER: Paul Kaplun is a partner in the Washington, D.C. office of Venable, LLP where he has an extensive corporate and business planning practice, and provides advisory services to emerging growth companies and entrepreneurs in a variety of industries. He formerly served as an Adjunct Professor of Law at Georgetown University Law Center, where he taught business planning.  Before entering private practice, he was a Certified Public Accountant with a national accounting firm, specializing in corporate and individual income tax planning and compliance.         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. 

• On-Demand

  Format

• 60

  Min.

• 12/5/25

  Avail. to
• DETAILS

Drafting LLC Operating Agreements, Part 2

• Instructor(s):  Paul Kaplun

Drafting LLC Operating Agreements, Part 2 LLC operating agreements may be the most commonly document drafted, reviewed and negotiated by transactional counsel. These documents define the governance, information and liquidation rights of members, allocate economic rewards, sometimes establish restrictions on members or their interests, and can assign or alleviate liability.  The tax provisions, too, are highly complex, defining allocations of tax attributes and rights to cash and property distributions.  Fiduciary duties may also be modified in a way that is not possible in other types of entities. This program will provide you with a practical guide to drafting the most important provisions of LLC operating agreements. Day 2:        Drafting allocation provisions for maximum tax benefit and to secure the safe harbor        How “payments to member” (not distributions) are treated for financial v. tax purposes        Drafting ordinary distributions, minimum tax distributions, waterfall distributions, liquidating distributions        Rights of first refusal, rights of first offer, buy-sell provisions – understanding the alphabet soup of exit alternatives        Liquidations of the entity and sale of an individual member’s interests   SPEAKER: Paul Kaplun is a partner in the Washington, D.C. office of Venable, LLP where he has an extensive corporate and business planning practice, and provides advisory services to emerging growth companies and entrepreneurs in a variety of industries. He formerly served as an Adjunct Professor of Law at Georgetown University Law Center, where he taught business planning.  Before entering private practice, he was a Certified Public Accountant with a national accounting firm, specializing in corporate and individual income tax planning and compliance.         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. 

• On-Demand

  Format

• 60

  Min.

• 12/6/25

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• DETAILS

Drafting Property Management Agreements

• Instructor(s):  John S. Hollyfield

Drafting Property Management Agreements   Commercial real estate as a recurring source of income is only as good as it is managed.  Well managed properties not only provide stable income but also hold their underlying value.  Management of commercial real estate is mostly outsourced to third parties. Management agreements vary widely according to the type of property managed – official, retail, multi-family, etc.  This program will provide you with a practical guide to the types of property management agreements, varying fee arrangements, defining the scope of a manager’s duties, rent collection and operational controls, allocating risk and liability, and much more.         Property management agreements for office and multi-family properties        Defining scope of manager’s duties and responsibilities        Understanding management fee alternatives        Collection of rent and handling of funds        Insurance, liability and indemnity issues for manager and property owner        Operating decisions, controls, termination, and sale of property   Speaker: 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. 

• On-Demand

  Format

• 62

  Min.

• 12/15/25

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• DETAILS

Drafting Sales Agreements: UCC Issues and More

• Instructor(s):  Christopher Tompkins

The sale of goods is one of the most common forms of commercial transactions.  The sales contracts governing these transactions can be quite complex and they must all comply with the Uniform Commercial Code Article 2.  The UCC governs contract formation, express and implied warranties, and outlines forms of breach of contract and types of remedies.  Compliance with the code enhances enforceability of the contract and expedites remedies upon breach.  However, when its many requirements are overlooked, contracts for sale of goods may be invalid and the underlying transaction void. This program will provide you with a practical guide to drafting and reviewing contracts for the sale of goods under UCC Article 2. ·         “Battle of forms,” methods of acceptance or rejection, and electronic contracting ·         Delivery, acceptance or rejection of goods by buyer ·         Breaches for failure to deliver, non-conforming product, repudiation, failure to pay ·         Types and measure of damages for breach of contract by seller or buyer ·         Express and implied warranties – fitness for purpose, merchantability, title infringement ·         Disclaimer of warranties and other techniques to limit scope of liability Speaker:   Christopher Tompkins is a partner in the Chicago office of Jenner & Block, LLP, where he counsels clients in such areas as breach of contract, the Uniform Commercial Code, equipment leasing, business torts, and intellectual property.  He has handled all phases of litigation in state and federal court and before arbitration tribunals, including pre-litigation investigation, motion practice, discovery, working with expert witnesses, trial, and appeal. Previously, he served as a legislative intern for the National Council of Commissioners on Uniform State Laws where he worked on legislation related to commercial law.  Mr. Tompkins received his B.A., cum laude, from The Catholic University of America and his J.D., magna cum laude, from Loyola University Chicago 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. 

• On-Demand

  Format

• 60

  Min.

• 3/9/25

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• DETAILS

Drafting Settlement Agreements in Civil Litigation

• Instructor(s):  Steven B. Malech

A settlement in litigation is only as good as the settlement agreement.  The case may have stopped short of trial or stopped in the middle of trial as the parties realized that settlement was the best course of action but preserving the informal agreement to settle places immense pressure on getting the underlying agreement right – not only settling the present dispute but preserving the settlement as things change over time. Understanding the law governing these agreements and carefully drafting their essential provisions – mutual releases, scope, financial terms, non-disclosure, non-disparagement– are essential to preserving the value of the settlement. This program will provide you with a practical guide to the essential provisions, traps and opportunities of litigation settlement agreements.   ·         Framework of law governing settlement agreements ·         Essential provisions of settlement agreements, including traps for the unwary ·         Defining scope of settlement and mutual releases – either to prevent resumption of litigation or leave related litigation untouched ·         Role of non-disclosure and non-disparagement provisions, violations, and remedies. ·         Enhancing the enforceability and decreasing the costs of settlement agreements   Speaker: 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 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. 

• On-Demand

  Format

• 60

  Min.

• 2/21/25

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• DETAILS

Drafting Small Commercial Real Estate Leases

• Instructor(s):  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.       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.

• On-Demand

  Format

• 60

  Min.

• 5/22/26

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• DETAILS

Drafting Special Needs Trusts for Vulnerable Clients

• Instructor(s):  Martha C. Brown

Drafting Special Needs Trusts for Vulnerable Clients Special Needs Trusts are designed to provide for the long-care of individuals who have physical or intellectual impairments and are unable to provide for themselves, whatever their age.  SNTs are intended to preserve the beneficiary’s eligibility for public benefits – Social Security, Medicare, and Medicaid – while maximizing the private resources of the beneficiary’s family.  Drafting distribution clauses and selecting the right trustee to make financial and health-care related decisions for the beneficiary are the essential steps in the planning process. This program will provide you with a practical guide to the types of SNTs, the situations in which each is most appropriate, preserving public benefit eligibility, distribution provisions, and trustee selection.          Planning and drafting issues with Special Needs Trusts   Types of SNTs and eligibility standards   Relationship of SNTs to public benefits – Social Security, Medicare, Medicaid, SSI   Key considerations in drafting distribution clauses   Choosing individual and institutional trustees, and the use of “pooled trusts”   Administrative issues in SNTs   Speaker: Martha C. Brown is an attorney at the law firm of Martha C. Brown & Associates, LLC in St. Louis, Missouri, where she has more than 25 years’ experience in the fields of elder law and estate planning.  She has an extensive practice advising the elderly and their families on their trust and estate planning matters with an emphasis on Special Needs Trusts.  She is a Fellow of the American College of Trust and Estate Counsel, a former board member and Fellow of the National Academy of Elder Law Attorneys, and a board member of the Special Needs Alliance.       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. 

• On-Demand

  Format

• 60

  Min.

• 9/13/25

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• DETAILS

Drafting Stockholder Agreements, Part 1

• Instructor(s):  Frank Ciatto, Molly Merritts

Drafting Stockholder Agreements, Part 1 Stockholders’ agreements can make or break a closely held company.  Voting control is allocated, distribution policies established, buy-sell mechanisms defined, and the relationship of the owners organized.  Most of the big decisions of a closely held company are made in the stockholders’ agreement. In the context of S Corporations, these agreements take on even more importance in the form of various restrictions to ensure the corporation does not lose its pass-through status for federal income tax purposes. This program will provide you with a guide to planning and drafting the most essential provisions of stockholders’ agreements for C and S corporations.  Day 1: Practical uses of stockholders’ agreements Management and voting rights – what events trigger a vote and by whom Economic rights – distributions, taxes, and liquidations Information rights – access to operational, financial and tax information Day 2: Restrictions on transferability and mechanisms to buy/sell restricted stock Valuation methodologies for stock that does not have a liquid market Protective provisions for S Corps – preventing transfers to ineligible holders Provisions for approving the termination an S Corp election Close corporations and the ability to govern the company without a board of directors   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.  Mr. Ciatto earned his B.A., cum laude, at Georgetown University and his J.D. from Georgetown University Law Center. 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. 

• On-Demand

  Format

• 60

  Min.

• 6/12/26

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• DETAILS

Drafting Stockholder Agreements, Part 2

• Instructor(s):  Frank Ciatto, Molly Merritts

Drafting Stockholder Agreements, Part 2 Stockholders’ agreements can make or break a closely held company.  Voting control is allocated, distribution policies established, buy-sell mechanisms defined, and the relationship of the owners organized.  Most of the big decisions of a closely held company are made in the stockholders’ agreement. In the context of S Corporations, these agreements take on even more importance in the form of various restrictions to ensure the corporation does not lose its pass-through status for federal income tax purposes. This program will provide you with a guide to planning and drafting the most essential provisions of stockholders’ agreements for C and S corporations.  Day 1: Practical uses of stockholders’ agreements Management and voting rights – what events trigger a vote and by whom Economic rights – distributions, taxes, and liquidations Information rights – access to operational, financial and tax information Day 2: Restrictions on transferability and mechanisms to buy/sell restricted stock Valuation methodologies for stock that does not have a liquid market Protective provisions for S Corps – preventing transfers to ineligible holders Provisions for approving the termination an S Corp election Close corporations and the ability to govern the company without a board of directors Speakers: 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.  Mr. Ciatto earned his B.A., cum laude, at Georgetown University and his J.D. from Georgetown University Law Center. 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.

• On-Demand

  Format

• 60

  Min.

• 6/13/26

  Avail. to
• DETAILS

Drafting Supply Agreements

• Instructor(s):  Joel R. Buckberg

Drafting Supply Agreements Supply contracts are the backbone of many businesses, providing the buying with essential goods for a production process or finished product inventory for sale.  In the supply chains these agreements create, time is of the essence.  Buyers rely on timely delivery of quality raw material or inventory.  Production and sales are often finely calibrated for just in time delivery.  In addition, there area wide range of liability issues involved in these agreements because any disruption of the supply chain can cause substantial losses.  This program will provide you with a practical guide to reviewing the most important provisions of supply agreements for clients.  Drafting and negotiating most essential terms of supply agreements Issues for both suppliers and buyers in different industries Framework of law governing supply issue, including UCC warranty and title issues Product quality, volume commitments, delivery, and more Identifying, allocating, and mitigating risk – indemnity and insurance Spotting red flags in “form” supply agreements   Speaker: Joel R. Buckberg is a shareholder in the Nashville office of Baker, Donelson, Bearman, Caldwell & Berkowitz, P.C. and chair of the firm’s commercial transactions and business consulting group. He has more than 45 years’ experience structuring and drafting commercial, corporate and business transactions.  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. 

• On-Demand

  Format

• 60

  Min.

• 7/19/26

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• DETAILS

Drafting Waivers of Conflicts of Interest

• Instructor(s):  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 <http://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. 

• On-Demand

  Format

• 60

  Min.

• 5/3/26

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• DETAILS

Drafting Wills & Trust Documents to Reduce Risks of Challenge

• Instructor(s):  Michael Kenny, Sean Vallencourt

Drafting Wills & Trust Documents to Reduce Risks of Challenge A last will and testament is not always the final word of a testator. Wills frequently trigger long-suppressed family rivalries and resentments. With the testator no longer on the scene, children or other heirs are freed to express their resentments. These resentments often worsen when the will’s plan for allocating of money, valuable property or sentimental items is made known, leading to dispute and litigation. These disputes can be very time-consuming and costly resolve, sharply diminishing the value of an estate. This program will discuss grounds for will contests and practical steps lawyers and their clients can take to avoid challenge. Spotting red flags in will contests – disinheriting close family members, unequal treatment of children, unusual behavior of testator & more Sources of law in will contests – grounds for challenging wills Practical steps to avoid will contests – will ceremonies, videotaped testaments, witness selection, affidavits Use of In Terrorem provisions to prevent will contests Issues surrounding holographic wills and other informal wills   Speakers: Michael Kenny is counsel in the New York City office of Wiggin and Dana, LLP, where his practice focuses on commercial, probate, construction, and maritime litigation.  He has represented clients in domestic and international arbitrations, including proceedings before the American Arbitration Association and the International Centre for Dispute Resolution. His litigation and arbitration experience includes the preparation and trial of warranty claims and ship repair disputes. Sean Vallencourt is a Litigation Associate in Wiggin and Dana’s New York office.  He represents businesses and individuals in a diverse array of disputes before federal and state courts, as well as alternative dispute resolution tribunals. Prior to joining Wiggin and Dana, Sean served as a law clerk to two federal district judges: Judge Neil V. Wake (District of Arizona) and Chief Judge Sara Darrow (Central District of Illinois). Prior to clerking, he practiced at Phillips Nizer LLP.       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. 

• On-Demand

  Format

• 60

  Min.

• 1/25/26

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• DETAILS

Due Diligence in Business Transactions

• Instructor(s):  C. Ben Huber

Due Diligence in Business Transactions Due diligence, often guided by lawyers, is essential to the success of major business transactions and poorly planned or conducted diligence can contribute to a buyer not getting the benefit of its bargain.  Diligence helps confirm essential assumptions about the value of a transaction and aids the discovery of unknown liabilities. There’s also a subtle relationship between the content of diligence and the time allowed to conduct it.  In more robust market environments, sellers have the upper hand and can limit diligence, making the process about time allocation and risk management. This program will provide you with a practical guide to planning the diligence process, understanding the most important areas of inquiry depending on the type of transaction, and review checklists.   ·         What to diligence, utilizing experts, and managing the process and time ·         Impact of market environment on the length and scope of diligence ·         Checklists – what information do you need to get, from whom, and on what timeline? ·         Hard assets v. soft assets – how to diligence the validity and title to each ·         Contracts with suppliers and customers – ensuring stability and visibility of revenue ·         Financial records and statements – what should attorneys look for?   Speaker:   C. Ben Huber is a partner in the Denver office of Greenburg Traurig, LLP, where he has a broad transactional practice encompassing mergers and acquisitions, restructurings and reorganizations, corporate finance, capital markets, venture funds, commercial transactions and general corporate law.  He also has substantial experience as counsel to high tech, biotech and software companies in the development, protection and licensing of intellectual property.  His clients include start-up companies, family- and other closely-held businesses, middle market business, Fortune 500 companies, venture funds and institutional investors.  Mr. Huber earned his B.A. from the University of Colorado and his J.D. at the University of Colorado 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. 

• On-Demand

  Format

• 60

  Min.

• 4/4/25

  Avail. to
• DETAILS

Due Diligence in Commercial Real Estate Transactions

• Instructor(s):  John S. Hollyfield

Due Diligence in Commercial Real Estate Transactions This program will provide you with a practical guide to due diligence in real estate transactions – what information you need, where to get it, and the timeframes involved.  The program will also cover the relationship between the duration and depth of due diligence depending on the state of the market – i.e., how “hot” markets involve more risk because sellers or othersare reluctant to give lengthy diligence periods. The program will also discuss using information obtained in diligence to draft specific reps and warranties. This program will provide you with a practical guide to planning due diligence in real estate transaction and how that information is used.          Planning diligence – what information you need, where to get it, and timeframes          Relationship between diligence and market conditions – willingness of sellers to cooperate or not          Using diligence – tying information obtained to specific reps and warranties          Review of leases, rent rolls, and financial statements          Service contracts, condominium HOAs, and other contracts          Title work – liens and other encumbrances   Speaker: John S. Hollyfield is of counsel and a former partner in the Houston office of Norton Rose Fulbright, LLP. He has more than 40 years of 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. He received his B.B.A. from the University of Texas and his LL.B. from the University of Texas 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.

• On-Demand

  Format

• 60

  Min.

• 7/31/26

  Avail. to
• DETAILS

Due Diligence in Real Estate: How to Conduct and Use

• Instructor(s):  Richard R. Goldberg

This program will provide you with a real-world guide to due diligence in real estate transactions – what information you need, where to get it, and the timeframes involved – depending on the type of transaction involved.  The relationship between the duration and depth of due diligence and the state of the market – how “hot” markets involve more risk because sellers or others are reluctant to give lengthy diligence periods – will be discussed.  The program will also discuss using information obtained in diligence to draft specific reps and warranties. This program will provide you with a real-world guide to planning due diligence in real estate transaction – essential information to obtain depending on the transaction involved and how to tie that information the transaction’s reps and warranties.   ·         Relationship between diligence and market conditions – willingness of sellers to cooperate or not ·         Using diligence to draft specific reps and warranties ·         Service contracts, condominium HOAs, and other contracts ·         Review of leases, rent rolls, and financial statements ·         Title work – liens and other encumbrances ·         Zoning, regulatory and tax issues ·         Notices of new or special tax assessments   Speaker: Richard R. Goldberg is a retired partner, resident in the Philadelphia office of Ballard Spahr, LLP, where he established an extensive real estate practice, including development, financing, leasing, and acquisition.  Earlier in his career, he served as vice president and associate general counsel of The Rouse Company for 23 years.  He is past president of the American College of Real Estate Lawyers, past chair of the Anglo-American Real Property Institute, and past chair of the International Council of Shopping Centers Law Conference.  Mr. Goldberg is currently a Fellow of the American College of Mortgage Attorneys and is a member of the American Law Institute.  Mr. Goldberg received his B.A. from Pennsylvania State University and his LL.B. from the University of Maryland 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. 

• On-Demand

  Format

• 60

  Min.

• 2/14/25

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• DETAILS

Earnouts: Taking a Wait and See Approach to Valuation of Closely Held Companies

• Instructor(s):  Frank Ciatto, Daniel G. Straga, James DePaoli

Earnouts: Taking a Wait and See Approach to Valuation of Closely Held Companies The most highly negotiated provision of most transactions is price. Sellers want to maximize the value of the deal, putting the most optimistic spin historical and forward-looking projections.  Sellers take a more skeptical view, questioning the sustainability of growth and the accuracy of forecasts.  When differences over valuation cannotbe bridged, the parties may use an earnout, which allows them to both take a wait-and-see approach and still close the transaction. Earnouts generally involve a current payment from buyer to seller together with ongoing payments to the seller if the company performs as the seller projected.  But there are many drafting and operational traps when using earnouts.  This program will provide you with a practical guide to structuring and drafting earnouts to later disputes and litigation. Most highly negotiated and litigated provisions in earnout agreements Post-closing operations – control by buyer, but informational access to seller Defining key metrics – objective, measurable and potential traps Relationship of earnouts to senior debt and other preferential returns Debt issues and how it impacts financial results – and post-closing payments How earnouts are different than escrow and holdbacks   SPEAKERS:  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.  Mr. Ciatto earned his B.A., cum laude, at Georgetown University and his J.D. from Georgetown University Law Center. Daniel G. Straga is an attorney 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.  Mr. Straga earned his J.D. from the George Washington University Law School and his B.A. from the University of Delaware. James DePaoli is an attorney in the Washington, D.C. office of Venable, LLP, where his practice focuses on corporate and commercial matters. He represents clients in the acquisition and disposition of assets and securities, mergers, and other business combinations and reorganizations. Mr. Paoli earned his B.S/B.A., magna cum laude, from Georgetown University and his J.D. from Duke 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.

• On-Demand

  Format

• 60

  Min.

• 10/21/26

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• DETAILS

Easements in Real Estate

• Instructor(s):  John S. Hollyfield

Easements in Real Estate Easements are nonpossessory rights to use a third party’s property.  They can be conveyed by deed or contract and may have a significant impact on the underlying property. When valid and enforceable, easements may have a major impact on the use of property, its development and ultimately the value of the underlying property. It isvery important to timely identify easements in diligence, value them, and perhaps obtain their termination or release. If your client depends on an easement, ensuring that they are properly drafted and filed, and are enforceable are essential.  This program will provide you with a real-world guide to easements in real estate transactions, including their types, how they are created and released, or enforced in transactions.            Types of easements – prescriptive, appurtenant, in gross, mortgage-related, estoppel, necessity and quasi-easements          How they are used in real estate transactions – which are best for your client?          Due diligence in transactions – identifying and valuing easements          Creation of easements – drafting essential terms and filing for maximum enforcement          Enforcement – methods and measure of damages          Termination and release – effective drafting to eliminate easements   Speaker: 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. 

• On-Demand

  Format

• 57

  Min.

• 8/17/25

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• DETAILS

Effective Strategies for Identifying and Litigating Domestic Violence

• Instructor(s):  Family Law Section

Effective Strategies for Identifying and Litigating Domestic Violence Looking to improve your knowledge and skills in identifying and litigating domestic violence cases? Look no further than the Effective Strategies for Identifying and Litigating Domestic Violence program offered by the Family Law Section. This comprehensive program features speakers in the field, including Kelley A. Baker, Ph.D., Angela Beatty, Brandon Pasley, and Sharon Byers. Topics covered include parental alienation, intimate partner violence typologies, and the GAL's perspective on alienation and domestic violence matters.   Speakers        ·        Kelley A. Baker, Ph.D., LPC Licensed Professional Counselor ·        Angela Beatty & Brandon Pasley: Intimate Partner Violence Typologies Angela Beatty is the Chief Programs Officer for YWCA Oklahoma City and Brandon Pasley is the Senior Director of Compliance & Education for YWCA Oklahoma City. ·        Sharon Byers: The GAL's Perspective on Alienation and the Different Domestic Violence Matters Discussed Sharon Byers is the Senior Staff Attorney for the Oklahoma Guardian Ad Litem Institute. Previous to this position, she served as the Executive Director for the Oklahoma GAL Institute for 6 years.   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.     

• On-Demand

  Format

• 304

  Min.

• 5/17/25

  Avail. to
• DETAILS

Electronic Filing in District Court

• Instructor(s):  Frank Holdsclaw

Electronic Filing in District Court This is a presentation of the ongoing Electronic Filing (e-Filing) Project of the Administrative Office of the Courts, Oklahoma Supreme Court. The purpose of the presentation is to advise the audience of the current state of the e-Filing project, specifically for the start of the initial release.   SPEAKER:  Frank Holdsclaw is the project manager of the e-Filing project and overall program manager for several related projects. He joined the Administrative Office of the Courts, Supreme Court of Oklahoma in 2009.   He received his B.S. degree in Computer Science from the University of Oklahoma in 1982, a Certificate in IT Project Management from the Georgia Institute of Technology in 2000, and his J.D. from the University of Tulsa in 1999 with a certificate in Resources, Energy, and Environmental Law. He is admitted to practice in all Oklahoma state courts and the United States District Court, Eastern and Northern Districts of Oklahoma.  Before joining the AOC, Mr. Holdsclaw practiced law for six years in Oklahoma primarily in the areas of family law, criminal law, and probate. Prior to practicing law, he was an IT project manager in the oil & gas, healthcare, and defense industries.        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.

• On-Demand

  Format

• 45

  Min.

• 10/4/26

  Avail. to
• DETAILS

Employee Leave Law

• Instructor(s):  Kenneth M. Willner

Employee Leave Law Employers are required to provide leave to employees and often reinstate them to the same job category when they return.  The FMLA, ADA and other federal statues establish a variety of eligibility standards and circumstances in which employers must offer leave or incur liability for failure to do so. The complexity of these statutes exposes clients to substantial risk and liability if leave policy is not properly drafted and administered. This program will provide you with a practical guide to the sources of federal employee leave law, covered employees and qualifying circumstances, how leave can and should be incorporated into employer policies and handbooks to avoid liability.   ·         Recent developments impacting employee leave ·         Who is covered by leave law and what circumstances are entitled to leave? ·         Duration of leave and what compensation/benefits must employers provide ·         Job category reinstatement after leave ·         Incorporating leave into employer policies and employee handbooks ·         Medical certificate, proof of eligibility, administration of leave policy   Speaker:   Kenneth M. Willner is a partner in the Washington, D.C. office of Paul Hastings, LLP, and chair of the office's employment law practice.  He represents employers in all aspects of employment law and litigation including wrongful discharge, discrimination, sexual harassment, disability discrimination, class actions, and individual cases in federal and state courts and before the Equal Employment Opportunity Commission and Office of Federal Contract Compliance Programs.       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. 

• On-Demand

  Format

• 58

  Min.

• 7/7/25

  Avail. to
• DETAILS

Employment Agreements: Drafting Key Provisions and Avoiding Liability, Part 1

• Instructor(s):  Jerrold F. Goldberg

Employment Agreements: Drafting Key Provisions and Avoiding Liability, Part 1 This program will provide you a practical guide to the most important provisions of employment agreements, common sources of dispute and litigation, and traps. The program will cover scope of duties (and how they may change over time), forms of compensation and benefits (including deferred compensation), and objective/measurable performance standards.  The program will also discuss planning for the possible release of the employee, limiting liability, and protecting confidential information and trade secrets to which the employee may have had access. This program will provide you with a practical guide to drafting successful employment agreements.   Day 1: Scope of an employee’s duties and modification as facts and circumstances change Objective and measurable performance benchmarks tied to incentive compensation Forms of compensation, deferred compensation, and fringe benefits Protecting trade secrets – non-competition and non-disclosure mechanisms   Day 2: Term of employment – fixed or variable terms, extensions, and discharge Anticipating severance and building in dispute mitigation and resolution provisions Severance benefits on voluntary and involuntary separation – and tying them to confidentiality and non-competition Non-disparagement of employer on discharge or voluntary departure Essential mediation and choice of law considerations   Speaker: Jerrold F. Goldberg is a partner in the New York City office of Greenburg Traurig, LLP, where co-chairs the firm’s labor and employment practice group and he has more than 35 years’ experience practicing in virtually all aspects of labor and employment.  His expertise includes employee leave under federal and state law, traditional labor/union-management issues, employment discrimination, executive employment, severance agreements and wage and hour laws.  He represents clients before the EEOC, the FRLB, and federal and state courts.  Mr. Goldberg received his B.S. from Cornell University and his J.D. from New York 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. 

• On-Demand

  Format

• 60

  Min.

• 1/30/26

  Avail. to
• DETAILS

Employment Agreements: Drafting Key Provisions and Avoiding Liability, Part 2

• Instructor(s):  Jerrold F. Goldberg

Employment Agreements: Drafting Key Provisions and Avoiding Liability, Part 2 This program will provide you a practical guide to the most important provisions of employment agreements, common sources of dispute and litigation, and traps. The program will cover scope of duties (and how they may change over time), forms of compensation and benefits (including deferred compensation), and objective/measurable performance standards.  The program will also discuss planning for the possible release of the employee, limiting liability, and protecting confidential information and trade secrets to which the employee may have had access. This program will provide you with a practical guide to drafting successful employment agreements.   Day 1: Scope of an employee’s duties and modification as facts and circumstances change Objective and measurable performance benchmarks tied to incentive compensation Forms of compensation, deferred compensation, and fringe benefits Protecting trade secrets – non-competition and non-disclosure mechanisms   Day 2: Term of employment – fixed or variable terms, extensions, and discharge Anticipating severance and building in dispute mitigation and resolution provisions Severance benefits on voluntary and involuntary separation – and tying them to confidentiality and non-competition Non-disparagement of employer on discharge or voluntary departure Essential mediation and choice of law considerations   Speaker: Jerrold F. Goldberg is a partner in the New York City office of Greenburg Traurig, LLP, where co-chairs the firm’s labor and employment practice group and he has more than 35 years’ experience practicing in virtually all aspects of labor and employment.  His expertise includes employee leave under federal and state law, traditional labor/union-management issues, employment discrimination, executive employment, severance agreements and wage and hour laws.  He represents clients before the EEOC, the FRLB, and federal and state courts.  Mr. Goldberg received his B.S. from Cornell University and his J.D. from New York 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. 

• On-Demand

  Format

• 60

  Min.

• 1/31/26

  Avail. to
• DETAILS

Employment Investigations: Figuring It Out & Avoiding Liability

• Instructor(s):  Emily Pidot

Employment Investigations: Figuring It Out & Avoiding Liability Lawyers are often called on to conduct internal company investigations of employment disputes, sometimes in anticipation of litigation.  Employers hope to obtain an independent and thorough investigation of sensitive workplace matters to assess liability. For the lawyer, there many challenges: Choosing the right investigator, asking the right questions, preserving evidence, ensuring that privacy rights are not violated, and producing a practically useful report for the employer. There are also substantial issues of preserving the attorney-client privilege.  Often, the investigation can be as sensitive as the underlying matter. This program will provide you with a real world guide to planning and conducting an employment investigation and limiting employer liability.          Planning an effective employment investigation & knowing your goals          Understanding liability risk in investigation, including invasions of privacy          Determining interviewees and format/recording of interview          What questions to ask/information to obtain from interviewees          Litigation holds – what you should put in place          Preserving the attorney-client privilege          What to include in your final report   Speaker: Emily Pidot is Of Counsel in the New York City office of Paul Hastings, LLP.  Her practice focuses on defending employers in a broad array of employment matters, including claims of discrimination, harassment, and retaliation; whistleblower matters; executive compensation disputes; and wage-and-hour class and collective actions. She regularly counsels clients on human resources policies and employee relations to prevent litigation, and also has extensive experience providing anti-harassment training to clients’ workforces.       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. 

• On-Demand

  Format

• 60

  Min.

• 9/15/25

  Avail. to
• DETAILS

Employment Law Torts

• Instructor(s):  Alex J. Maturi

Employment Law Torts The workplace is deep with potential torts.  Hiring can be a delicate balance of adequately investigating the background of an applicant without making legally prohibited searches or inquiries.  Workplace supervision in a technologically interconnected age can easily give rise to claims of invasions of privacy. Workplace investigations, often involving conflicts among employees, can implicate claims of basis, discrimination, harassment, intentional infliction of emotional distress, defamation, and retaliation.  At every stage of the employment process there are potential torts.  This program will provide you with a practical guide to employer tort liability in the workplace.  Torts in hiring –balancing act of background checks, drug/cannabis checks, and the standard of foreseeability Privacy based torts – monitoring employee social media and other digital communications/posts Negligent retention of potentially dangerous employees Torts in workplace investigations – intentional infliction of emotional distress, defamation, false light torts Negligent supervision of troubled employees Best practices and defenses for employers to avoid or limit liability   SPEAKER: Alex J. Maturi is an attorney in the Chicago office of Paul Hastings, LLP, where he represents employers in all aspects of employment law, including discrimination, harassment, wrongful discharge, and wage and hour matters. He also counsels clients on compliance with state and federal law, and advises employers facing investigations initiated by the EEOC, OFCCP, and various state agencies.  During law school, he served as an extern judicial clerk to Judge Robert W. Gettleman of the U.S. District Court for the Northern District of Illinois. Mr. Maturi earned his B.A., cum laude, Illinois Wesleyan University and his J.D., cum laude, from Northwestern 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. 

• On-Demand

  Format

• 60

  Min.

• 11/22/26

  Avail. to
• DETAILS

Encouraging Responsible Business Conduct: The OECD Guidelines and U.S. Businesses

• Instructor(s):  Oklahoma Bar Association

General Welcome/Introduction of officers by Section Officer Section Officer will introduce Professor Evelyn Aswad and Guest Speaker David SullivanProfessor Aswad and Section Officer will lead Question and Answers style panel with David SullivanQuestion and Answers from audience/conclusion by Section Officer     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. 

• On-Demand

  Format

• 60

  Min.

• 12/31/24

  Avail. to
• DETAILS

Environmental Liability in Commercial Real Estate Transactions

• Instructor(s):  Anthony Licata

Environmental Liabillity in Commercial Real Estate Transactions Environmental liability is one the biggest risks in acquiring and/or developing commercial real estate. When environmental risk is not accurately assessed, allocated and/or hedged, the parties to the deal are exposed to very substantial financial liability and the fundamental economics of the deal are jeopardized.  This program will provide you a practical guide to developments in environmental diligence in real estate deals, allocating or hedging the risk, and post-closing concerns.          Sources of environmental liability under federal law          Assessing risk: Estimating liabilities and incorporating findings into deal documents          Developments in affirmative defenses          Contractual allocation of liability          Uses of environmental insurance          Post-closing concerns   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.       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. 

• On-Demand

  Format

• 60

  Min.

• 11/7/25

  Avail. to
• DETAILS

Equipment Leases: Drafting & UCC Article 2A Issues

• Instructor(s):  Steven O. Weise

Equipment Leases: Drafting & UCC Article 2A Issues Many companies lease rather than buy computers and servers, company cars and other capital equipment.  These leases are government by UCC Article 2A, an intricate set of provisions governing their validity, treatment, and enforcement.  If the lease is not properly drafted to comply with the UCC, it risks being re-characterized as a sale or a security interest, which give rise to substantially adverse financial and tax consequences. This program will also provide you with a practical guide to reviewing equipment leases, including spotting red flags and avoiding recharacterization. Types of equipment leases – “true” leases, synthetic leases, “lease to own” arrangements, and more Spotting red flags of financeable leases – and how to ensure UCC 2A compliance Rights and obligations of the parties – manufacturer, lessor and lessee – and remedies for breach Circumstances leading to re-characterization of a “true lease” as a sale or financing Adverse financial, tax and practical ramifications of lease re-characterization   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.        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. 

• On-Demand

  Format

• 60

  Min.

• 4/19/26

  Avail. to
• DETAILS

Escrow Agreements in Real Estate Transactions

• Instructor(s):  John S. Hollyfield

Escrow Agreements in Real Estate Transactions Escrow agreements are essential documents in every significant real estate transaction. They are mechanisms for allocating risk among the parties to the transaction.  Escrow agents are charged with determining whether certain contractual conditions are satisfied, thereby triggering the disbursement of money or property. Escrow arrangements mitigate the risk of non-performance by one of the parties.  But escrow agreements are fraught with potential conflicts and traps that may give rise to delays in finally closing a transaction. This program will provide you with a practical guide to drafting effective escrow agreements, risk allocation, conflict avoidance and working with escrow agents. Essential terms – property held, conditions for release/disbursement, fees Defining an agent’s duties, authority, and liability Practical problems with escrow arrangements – holding all the documents, breaking escrow, death of party Issues in construction contracts, development transactions, and property sales Letter of credit, tax and bankruptcy issues to consider   Speakers: 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.

• On-Demand

  Format

• 60

  Min.

• 4/17/26

  Avail. to
• DETAILS

Estate Planning for Digital Assets

• Instructor(s):  Michael Sneeringer

Some of the most valuable assets a client has are the most difficult to define, value, and transfer on death.  “Digital assets” – everything from digital music and pictures stored online, to bank and credit card reward programs, Facebook pages and online TurboTax files, bank and retirement account credentials – are a class of asset that every client has, yet planning for them is new.  These assets are not governed by a conventional set of federal or state laws, rather by a complex set of rules set by a variety of organizations, none of which are standardized but which planners need to understand nonetheless to satisfy client expectations.  This program will provide you guide to the nature of digital assets, how they are controlled, and how to plan for them.   ·         Digital assets in estate planning – defining and transferring them on death ·         How failure to plan for these assets can scuttle estate plans and disappoint client expectations ·         Fiduciary access to digital assets under current law ·         Practical planning for digital assets – what works, what doesn’t, and what’s not at all clear ·         How user polices impact the planning process – what you need to know about how these assets are titled and controlled ·         How federal law impacts the planning process and unconventional planning issues   Speaker: Michael Sneeringer is an attorney 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.       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. 

• On-Demand

  Format

• 60

  Min.

• 2/16/25

  Avail. to
• DETAILS

Estate Planning, Probate and Trust Section - 2022 Annual Meeting

• Instructor(s):  Stephanie Alleman

  Estate Planning, Probate and Trust Section - 2022 Annual Meeting   * Personal Injury and Wrongful Death Cases in Probate Proceedings by Terrell Monks and Shanika Chapman * Intro to Adoption by Shannon Taylor * Walker/Fulks:  Where Are We Now? by Roberto Seda * Guardian ad Litem 101 by Shannon Taylor * An Introduction to Probate by Lam Nguyen * 72 Counties in 50 Minutes by Jorjana Marx, Chantelle Hickman, Stephanie Alleman, 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. 

• On-Demand

  Format

• 260

  Min.

• 12/31/24

  Avail. to
• DETAILS

Ethical Issues for Small Law Firms: Technology, Paralegals, Remote Practice & More

• Instructor(s):  Thomas E. Spahn and H. Michael Drumm

Solo and small firm practitioners wear many hats. They practice law but also run the office and manage all of its information technology – file storage, email, and Web sites.  They may supervise paralegals or contract attorneys. They also need to be attentive to developing new clients. Each of these and other roles comes with ethical issues and traps.  Email, file storage, and law firm web sites implicate issues of competence, confidentiality, and potentially the attorney-client privilege.  Supervising paralegals or junior attorneys implicates supervisory ethics and conflicts of interest.  Client development also implicates a range of ethics issues.  It’s a lot to manage for a firm of any size, but particularly for smaller firms.This program will provide you with a practical guide to major ethics issues for solo and small firm practitioners.   ·         Ethical issues for small law firms and solo practitioners ·         Technology – storing client files in “the Cloud,” email traps, and remote networks ·         Pooled Resources – shared office/meeting space, shared support staff, shared technology ·         Client Development – web sites and lawyer biographies, email/newsletters, social media, advertising and more ·         Paralegals – training and billing, confidentiality and the attorney-client privilege ·         Co-Counsel – ethical responsibilities when practicing with other lawyers   Speakers:   Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.   H. Michael Drumm is the founder and member of Drumm Law, LLC in Denver, Colorado, where he has an extensive franchise, trademark and business transactional practice.  He works with franchisors across industries nationwide helping them draft, file and renew their franchise Disclosure Documents and franchise agreements.  He has a specialty representing craft breweries to help them trademark their brands and protect their intellectual property. He has been repeatedly honored by Franchise Times magazine as a “Legal Eagle” and has been designated by the International Franchise Association as a “Certified Franchise Executive.”  Mr. Drumm received his BSBA from the University of Missouri-Columbia and his J.D. from the University of Texas 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. 

• On-Demand

  Format

• 60

  Min.

• 3/1/25

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• DETAILS

Ethical Issues in Contract Drafting

• Instructor(s):  Thomas E. Spahn

Negotiating, drafting and reviewing contracts are processes fraught with ethical issues.  Negotiations sometimes require zealous advocacy, taking maximal positions; other times, they require delicacy and balance. Reviewing and drafting complex contracts is a similar ethical minefield. If you discover that the draft of a contract contains materially incorrect assumptions about the law but which will benefit your client, do you have the duty to disclose or correct the error?  In the same way, if the contract contains faulty assumptions about material facts, must you disclose those faulty assumptions?  And how do these rules apply when drafting a contract?  This program will provide you with a real world guide to the ethics of negotiating, drafting and reviewing contracts. ·         The law – when you know a counterparty has made faulty assumptions benefiting your client, must you say? ·         The facts – when a counterparty makes faulty factual assumptions, must you correct? ·         Ethics and rescission – are you ever ethically obligated to rescind or restate a contract? ·         Ethics in negotiations – what’s the line between zealous representation and deception? Speaker:   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.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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. 

• On-Demand

  Format

• 60

  Min.

• 3/7/25

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• DETAILS

Ethical Issues When Representing the Elderly

• Instructor(s):  Thomas E. Spahn, Missia H. Vaselaney

  Many ethical issues arise when lawyers represent elderly clients. Foremost among these issues is determining whether a client has the capacity to make valid decisions – and if not, then what? There are many conflict of interest issues, including whether direction is taken from the elderly person or another person (often an adult child) who is paying for the representation. There are also issues involving the exercise of undue influence by a caregiver or other person, including the validity of gifts to that person. Issues of preserving confidentiality and the attorney-client privilege when meetings are held in the presence of children or caregivers are also very important. This program will provide you with a practical guide to the most important ethical issues when lawyers represent elderly clients.   Determining whether your elderly client has capacity – and identifying your client Practical alternatives if you determine a client doesn’t have capacity Conflicts of interest between the elderly client and the person paying for the representation, including the validity of gifts Preserving confidentiality and the attorney-client privilege when a caregiver or third party is in client meetings Clients who lose capacity during a continuing representation Ethical issues involved with undue influence over the elderly – what should you do? Elder abuse issues – how to spot it and what to do if you discover it   Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. 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.

• On-Demand

  Format

• 60

  Min.

• 1/10/25

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• DETAILS

Ethical Issues When You Have a Dishonest Client

• Instructor(s):  Thomas E. Spahn

Ethical Issues When You Have a Dishonest Client One of the dangers of practicing law is that, now and again, you get a dishonest client.  Your client may be misleading you – and others – about the facts of their case, either through silence or affirmative misstatements.  Or they may be telling you one thing and others something else different.  You may discover proof of the dishonesty or just suspect it. Client dishonesty raises many ethical issues.  What must you do to ensure your client is telling you the truth?  What if you discover a client is lying to a court or tribunal?  Are you allowed to disclose the dishonesty despite the duty of client confidentiality?  Are there degrees of client dishonesty – some acceptable, others not?  This program will provide you with a guide to the substantial ethical issues when client dishonesty is discovered or suspected.  Tension between the duty of confidentiality and the duty to be honest in communications Determining whether a client is lying – active v. passive, fact v. opinion, affirmative statements v. silence Unknowing attorney representations on basis of client dishonesty Duties of disclosure and to whom – the tribunal, third parties? Mandatory and permissive withdrawals from a case, including “noisy” withdrawals Discovery of dishonesty in closed matters   Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.For more than 40 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 a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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.

• On-Demand

  Format

• 60

  Min.

• 7/31/26

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• DETAILS

Ethical Pitfalls Lawyers Should Avoid On Social Media

• Instructor(s):  Claude Ducloux and Jim Calloway

Ethical Pitfalls Lawyers Should Avoid On Social Media So many experts advise lawyers to market via social media. Prospective clients use social media. And, at least at the entry level, social media is free.  But unlike many other businesses using social media to market, most of lawyer’s best examples of accomplishments are given by client confidentiality an d attorney client privilege. Sharing something the client considers confidential with thousands of internet users is a problem, and deleting the post does not address all resulting issues.  Out two presenters have spent a great deal of time counseling lawyers who found themselves in social media hot water for possible ethics violations. Among the items covered will be: What are three ethical pitfalls attorneys should be mindful of regarding their social media presence? What are three ethical pitfalls attorneys need to be mindful of regarding their client's social media presence? What are the ethical issues with online reviews? Several examples of lawyer mistakes, inadvisable posts and other social media posts gone very wrong will be covered.   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. 

• On-Demand

  Format

• 100

  Min.

• 6/16/25

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• DETAILS

Ethics & Artifcial Intelligence: What Lawyers Should Know

• Instructor(s):  Thomas E. Spahn

Ethics and Artificial Intelligence: What Lawyers Should Know The use of artificial intelligence is not some distant prospect.  Many of the tools lawyers use today – online research platforms that suggest other areas for research, software packages that help complete forms or propose or assemble language, and discovery tools that sort through documents – are driven by artificial intelligence. These and other AI engineered legal tools raise substantial ethical issues. Are they the unauthorized practice of law? Have lawyers researched their capabilities such that they are competent to use them? How must lawyers supervise their use by non-lawyer staff?  This program will provide you with a guide to ethics issues when using software and other technology tools based on AI in law practice.   What duties do lawyers have to investigate and understand AI in the tools they use? Does AI constitute the unauthorized practice of law (UPL) in a state? Do software packages that draft language and assemble forms violate ethics rules? What supervisory and training obligations do lawyers have for non-lawyer staff using these tools? Are there ethics concerns of using AI in discovery? Must lawyers warn clients that they use AI?   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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.

• On-Demand

  Format

• 60

  Min.

• 12/10/25

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• DETAILS

Ethics & Artifcial Intelligence: What Lawyers Should Know

• Instructor(s):  Thomas E. Spahn

Ethics and Artificial Intelligence: What Lawyers Should Know   The use of artificial intelligence is not some distant prospect.  Many of the tools lawyers use today – online research platforms that suggest other areas for research, software packages that help complete forms or propose or assemble language, and discovery tools that sort through documents – are driven by artificial intelligence. These and other AI engineered legal tools raise substantial ethical issues. Are they the unauthorized practice of law? Have lawyers researched their capabilities such that they are competent to use them? How must lawyers supervise their use by non-lawyer staff?  This program will provide you with a guide to ethics issues when using software and other technology tools based on AI in law practice.        What duties do lawyers have to investigate and understand AI in the tools they use?        Does AI constitute the unauthorized practice of law (UPL) in a state?        Do software packages that draft language and assemble forms violate ethics rules?        What supervisory and training obligations do lawyers have for non-lawyer staff using these tools?        Are there ethics concerns of using AI in discovery?        Must lawyers warn clients that they use AI?   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.For more than 30 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 a 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. 

• On-Demand

  Format

• 60

  Min.

• 12/8/25

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• DETAILS

Ethics and "Virtual Law Offices"

• Instructor(s):  H. Michael Drumm & Thomas E. Spahn

Ethics and "Virtual Law Offices" Technology allows lawyers far more flexibility to practice law virtually – from home or in shared settings – than ever before.  No longer must they maintain freestanding offices, support staff, and libraries. Lawyers can set-up offices in their homes, communicate with clients, adversaries and the courts electronically, outsource overflow work to co-counsel or vendors, and establish web sites that can reach potential clients. These “virtual” practices are increasingly commonplace, but the relative ease with which they are established obscures many significant ethical issues.This program will provide you with a practical guide to significant issues when lawyers and law firms establish “virtual” law practices. Disclosure to clients of the virtual character of a law practice Electronic communications, confidentiality, and ethical risks in virtual practices Ethical issues when lawyers share office space or other resources but practice separately How Web sites and a “virtual” presence implicate multijurisdictional practice issues Outsourcing work to vendors or co-counsel, and ensuring its competently performed Requirements and risks when offering legal advice across state lines Duty to understand law office technology as a duty of competence   SPEAKERS: H. Michael Drumm is the founder and member of Drumm Law, LLC in Denver, Colorado, where he has an extensive franchise, trademark and business transactional practice.  He works with franchisors across industries nationwide helping them draft, file and renew their franchise Disclosure Documents and franchise agreements.  He has a specialty representing craft breweries to help them trademark their brands and protect their intellectual property. He has been repeatedly honored by Franchise Times magazine as a “Legal Eagle” and has been designated by the International Franchise Association as a “Certified Franchise Executive.”  Mr. Drumm received his BSBA from the University of Missouri-Columbia and his J.D. from the University of Texas School of Law. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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. 

• On-Demand

  Format

• 60

  Min.

• 10/23/26

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• DETAILS

Ethics and Changing Law Firm Affiliation

• Instructor(s):  Matthew Corbin

Ethics and Changing Law Firm Affiliation When a lawyer moves from one firm to another, it can be a fairly dramatic event.  The ethical issues for the lawyer and for his or her prior firm and new firm are substantial.  There are issues of when and how to communicate to clients and whether it’s done by the lawyer or the firm. There are issues of ongoing matters and what to do with client files.  In ongoing litigation or transactional matters, do lawyers withdraw pending a client decision about whether to move the matter to the lawyer’s next firm?  Is withdrawal even permitted?  There are also issues of conflicts of interest and how they are managed – for the lawyer who is changing law firm affiliation and for the firms involved. This program will provide you with a practical guide to ethical issues when lawyers change law firm affiliation. Ethical issues when lawyers change law firm affiliation Propriety and timing of communications with the departing lawyer’s clients – by the lawyer or the firm? Ownership and transfer of client files among law firms Ongoing litigation or transactional matters – is withdrawal permissible? Diligence for the new firm– conflicts, confidentiality, and screening Issues when a solo practitioner joins a multi-lawyer firm   Speaker: Matthew Corbin is Senior Vice President and Executive Director in the Professional Services Group of AON Risk Services, where he consults with the company’s law firm clients on professional responsibility and liability issues.  Before joining AON, he was a partner with Lathrop & Gage, LLP, where he was a trial and appellate lawyer handling professional liability, commercial, business tort, employment, construction, insurance, and regulatory matters. Before entering private practice, he served as a judicial clerk to Judge Mary Briscoe of the U.S. Court of Appeals for the Tenth Circuit.  Mr. Corbin earned his B.A. from the University of Kansas and his J.D. from the University of Kansas 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. 

• On-Demand

  Format

• 60

  Min.

• 11/20/26

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• DETAILS

Ethics and Client Money: Trust Funds, Expenses, Setoffs & More

• Instructor(s):  Thomas E. Spahn

Whenever an attorney takes money from a client – for fees billed, to cover expenses, as a retainer, or held in trust – there are substantial ethical issues involved.  Many ethical complaints arise from accusations that an attorney mishandled funds. In billing and collecting fees and expenses, there are issues about whether the fees and expenses were explained in advance and are proper in relation to services provided.  If an attorney accepts credit cards from clients, there are significant issues related to disclosure, Truth-in-Lending laws, chargebacks, pass-through of merchant processing fees, and confidentiality.  In trust funds, there are issues of segregation of funds, accounting, and more. This program will provide you with a practical guide to the many ethical issues that arise when attorneys, clients, and money mix.   Traps in trust fund accounting and the risks of “set-offs” of disputed amounts Disclosure and documentation of trust accounting of client money Retainers – use, accounting, and regular communications Accepting credit card payments from clients –  pass-through processing fees, Truth-in-Lending, disclosure and confidentiality Confidentiality when a client has a dispute with his credit card company – ethical tension of client duties and contractual obligations Use of credit cards to fund a retainer and related trust fund accounting issues – trust funds v. operating funds   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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.

• On-Demand

  Format

• 60

  Min.

• 1/30/25

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• DETAILS

Ethics and Conflicts with Clients, Part 1

• Instructor(s):  William Freivogel

Ethics and Conflicts with Clients, Part 1 Despite best efforts, lawyers may develop ethical conflicts with their clients.  Sometimes these conflicts may initially seem like positive developments. The lawyer may seek to buy into a client’s business enterprise or participate in a transaction, be offered a gift by a client, or even develop a romantic relationship with a client.  But these and many others come with substantial ethical issues.  Sometimes these conflicts may be more immediately problematic, as when a lawyer leaves a law firm and wants to take his or her clients to the new firm, or when a client refuses to pay legal fees, or worse, as when the lawyer has a duty to disclose certain acts of his or her own malpractice.  This program will provide you with a real world guide to lawyer conflicts with their clients and how to avoid or resolve them.   Day 1:        Gifts – can lawyers accept from clients?        Business – can lawyers go into business with a client?        Departure – can lawyers take their clients to a firm?        Former clients – what duties does a lawyer have?   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.     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. 

• On-Demand

  Format

• 60

  Min.

• 12/21/25

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• DETAILS

Ethics and Conflicts with Clients, Part 2

• Instructor(s):  William Freivogel

Despite best efforts, lawyers may develop ethical conflicts with their clients.  Sometimes these conflicts may initially seem like positive developments. The lawyer may seek to buy into a client’s business enterprise or participate in a transaction, be offered a gift by a client, or even develop a romantic relationship with a client.  But these and many others come with substantial ethical issues.  Sometimes these conflicts may be more immediately problematic, as when a lawyer leaves a law firm and wants to take his or her clients to the new firm, or when a client refuses to pay legal fees, or worse, as when the lawyer has a duty to disclose certain acts of his or her own malpractice.  This program will provide you with a real world guide to lawyer conflicts with their clients and how to avoid or resolve them. Day 1: Gifts – can lawyers accept from clients? Business – can lawyers go into business with a client? Departure – can lawyers take their clients to a firm? Former clients – what duties does a lawyer have? Day 2: Dishonest clients – what must you do? Lawyers as witnesses – how do you handle the conflict and privilege issues? Clients with diminished capacity – from whom do you take instructions?  What are the other issues? Settlements – what if a client’s tactics are improper? Malpractice – do you have a duty to disclose?   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.

• On-Demand

  Format

• 60

  Min.

• 12/31/25

  Avail. to
• DETAILS

Ethics and Conflicts with Clients, Part 2

• Instructor(s):  William Freivogel

Ethics and Conflicts with Clients, Part 2 Despite best efforts, lawyers may develop ethical conflicts with their clients.  Sometimes these conflicts may initially seem like positive developments. The lawyer may seek to buy into a client’s business enterprise or participate in a transaction, be offered a gift by a client, or even develop a romantic relationship with a client.  But these and many others come with substantial ethical issues.  Sometimes these conflicts may be more immediately problematic, as when a lawyer leaves a law firm and wants to take his or her clients to the new firm, or when a client refuses to pay legal fees, or worse, as when the lawyer has a duty to disclose certain acts of his or her own malpractice.  This program will provide you with a real world guide to lawyer conflicts with their clients and how to avoid or resolve them.   Day 2:        Dishonest clients – what must you do?        Lawyers as witnesses – how do you handle the conflict and privilege issues?        Clients with diminished capacity – from whom do you take instructions?  What are the other issues?        Settlements – what if a client’s tactics are improper?        Malpractice – do you have a duty to disclose?   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.       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. 

• On-Demand

  Format

• 60

  Min.

• 12/22/25

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• DETAILS

Ethics and New Clients: Inadvertent Clients, Intake, and More

• Instructor(s):  Matthew Corbin, Mark A. Webster

Ethics and New Clients: Inadvertent Clients, Intake, and More Getting a client relationship right from the outset – defining scope, setting reasonable expectations – greatly helps set up the relationship for success and helps avoid disputes with clients.  There are issues of identifying and clearing conflicts of interest, or getting them waived in writing.  There are issues of explaining billing policies to clients, ensuring they understand, and putting it in writing. There are issues of communication – explaining how and when you will communicate with clients about their case, and about decision-making.This program will provide you a practical guide to drafting engagement letters and best practices in new client intake.  Engagement letters – best practices in setting scope and expectations Explaining bill rates and practices – tips on avoiding disputes Conflict of interest clearance – current clients, past clients Drafting and obtaining conflict of interest waivers Attorney-client privilege considerations   Speakers: Matthew Corbin is Senior Vice President and Executive Director in the Professional Services Group of AON Risk Services, where he consults with the company’s law firm clients on professional responsibility and liability issues.  Before joining AON, he was a partner with Lathrop & Gage, LLP, where he was a trial and appellate lawyer handling professional liability, commercial, business tort, employment, construction, insurance, and regulatory matters. Before entering private practice, he served as a judicial clerk to Judge Mary Briscoe of the U.S. Court of Appeals for the Tenth Circuit.  Mr. Corbin earned his B.A. from the University of Kansas and his J.D. from the University of Kansas School of Law. Mark A. Webster is Vice President and Director in the Professional Services Group of AON Risk Services.  He consults with the company’s law firm clients on professional responsibility and liability issues.  Before joining AON, he was a partner with Lathrop & Gage, LLP, where he had an extensive real estate transactions practice.  Mr. Webster received his B.A. from the University of Kansas and his J.D. from Vanderbilt University 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.

• On-Demand

  Format

• 60

  Min.

• 4/19/26

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• DETAILS

Ethics for Business Lawyers

• Instructor(s):  William Freivogel, Thomas E. Spahn

Ethics for Business Lawyers Lawyers advising businesses on transactions or negotiating on their behalf often confront a range of important ethical questions.  The biggest is, who is your client?  Often a company’s owners or managers will not understand the distinction between representing them and representing the company? There are also issues of identifying and clearing conflicts among clients when they are negotiating transaction.  And what can a lawyer say or do when negotiating for a client? Also, lawyers are sometimes confronted with issues about what to do when clients are dishonest.  This program will provide you with a real world guide to ethical issues when representing clients in business transactions.  Ethical issues in business and corporate practice Identifying your client in a variety of transactional contexts – the company v. its managers? Conflicts of interest in representing both sides of a transaction Ethical issues in transactional negotiations and communications with represented parties Representing clients you know to be dishonest and reporting wrong-doing “up and out”   Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. 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<http://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.

• On-Demand

  Format

• 60

  Min.

• 9/12/26

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Ethics for Transactional Lawyers

• Instructor(s):  William Freivogel and Thomas E. Spahn

Ethics for Transactional Lawyers   Representing a client in a business, commercial or real estate transaction can get ethically complicated very quickly.  There is the question of who you represent.  In a closely held company, with multiple shareholders or members, this can be problematic if the officer or manager from whom you are taking instructions thinks you represent that person and not the entity.  The client may offer you the opportunity to buy into a transaction, which puts your role as lawyer in tension with your role as investor.  There are also substantial ethical issues involved in negotiations and whether a party on the other side of the transaction is represented by legal counsel or not. This program will provide you with a real world guide to the ethics of representing clients in business, commercial, and legal transactions.   ·         Representation – who is your client? The company’s board or its owners? Do they know that? ·         Counter-parties – how do you negotiate on behalf of your client with unrepresented parties? ·         Business with clients – can you buy into (or be given) a stake in a client’s business or a transaction? ·         Serving on a client’s board of directors – how do you separate your legal role from your fiduciary obligation? ·         Negotiations – how do ethics rules limit your flexibility to negotiate?   Speakers: 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.  Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a 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. 

• On-Demand

  Format

• 60

  Min.

• 11/21/25

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Ethics in Discovery Practice

• Instructor(s):  Elizabeth Treubert Simon & Thomas. E. Spahn

Ethics in Discovery Practice Discovery can be the most important phase of litigation, directing the course and outcome of the case.  How evidence is discovered, how it is used, and how mistakes in its handling are disclosed and remedied all raise very significant ethical issues. These issues – the risk of mishandling – are increased by the vast growth of ESI, electronically stored information. Litigators have certain obligations that their vendors comply with ethics rules. There are also issues surrounding the use of paralegals in discovery practice.  Failure to ensure ethics compliance during discovery can have a material adverse impact on the underlying litigation and draw an ethics complaint.  This program will provide you with a real-world guide to substantial issues ethical issues that arise in discovery practice and how to avoid ethics complaints.  Duty of candor to the tribunal during discovery Ethical issues when you learn that a client is dishonest Inadvertent disclosure privileged documents and their handling Ethics in depositions – conferring with witnesses, using video depositions and more Ethical issues in widespread data mining of discovery documents Issues involving metadata in electronic files – documents, email, text messages Attorney-client privilege and security issues of working with outside e-discovery vendors Ethics and social media discovery   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.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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. 

• On-Demand

  Format

• 60

  Min.

• 11/1/26

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Ethics in Negotiations – Boasts, Shading, and Impropriety

• Instructor(s):  Anthony Licata and Thomas E. Spahn

Lawyers must always be truthful in their representations. Yet they must be zealous in representing clients. The tension between these two principles is perhaps never as great as when the lawyer is negotiating for a client. The lawyer may make statements about the law or fact – or simply refrain from making statements because the lawyer knows certain facts or legal precedent are adverse to a client’s interest.   Lawyers may also boast, signaling that a client’s position is stronger than is, in fact, the case. Navigating these gray lines is the difference between ethical representation and impropriety. This program will provide you with a guide to ethical issues in negotiations.   ·         Truthful representations v. zealous representations? ·         Affirmative statements of fact, value or intent in settlements ·         Silence about adverse law in negotiations ·         Silence about facts unknown to an opponent or counter-party ·         Silence about errors in settlement agreements or transactional documents ·         Non-litigation work in another state – “temporary” practice   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.  Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.     Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a 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. 

• On-Demand

  Format

• 58

  Min.

• 6/28/25

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Ethics in Trust and Estate Practice

• Instructor(s):  Thomas E. Spahn & Missia H. Vaselaney

Ethics in Trust and Estate Practice Trust and estate practice often sits at the intersection of money, aging clients, family drama, easy accusations of self-dealing and misdeeds, dispute – and anger.  This turbulent combination of circumstances can put attorneys in difficult ethical spots. Questions about the competence of aging clients in combination with family drama can easily lead to ethical complaints and eventually litigation. There are also issues of decision-making authority and confidentiality if someone other than the client is paying for the representation.  Conflicts of interest, especially where a longtime client may gift something to the attorney, are rife. This program will provide you with a practical guide to substantial ethical issues in trust and estate practice. Working with clients with diminished capacity and protecting against challenges Confidentiality – understanding what information is confidential and when and to whom it can be disclosed Conflicts of interest – joint and common representations, husbands and wives, multiple generations of a family Gifts from clients – what lawyers may accept, what should they decline? Special issues when someone other than the client pays for a representation   SPEAKERS: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. 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. 

• On-Demand

  Format

• 60

  Min.

• 11/13/26

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Ethics of Beginning and Ending Client Relationships

• Instructor(s):  Elizabeth Treubert Simon

Ethics of Beginning and Ending Client Relationships Substantial ethics issues flow from the moment an attorney-client relationship is formed, whether it is formed intentionally or through inadvertence.  Determining when a relationship commences and the scope of the representation has dramatic implications for issues related to confidentiality, conflicts of interest, the attorney-client privilege and more. Ending an engagement is nearly as complicated. When are you allowed to end an engagement?  And how must you go about it without prejudicing a client’s interest in a transaction or in litigation? This program will you provide a real-world guide the ethical issues of beginning and ending an attorney client relationship. Determining when and how a relationship starts – including through inadvertence Email and technology issues – how unsolicited communications may trigger ethical obligations Joint representation issues – unsorting the confidentiality and privilege issues End a relationship – when are you allowed to end an engagement?  How do you do it ethically? Circumstances when you might be required to end a relationship   Speaker: 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, her practice focused 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 Rules of Professional Conduct Rules Review Committee.  She is the immediate past chair of the District of Columbia Legal Ethics Committee.  She writes and speaks extensively on attorney ethics issues.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany 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.

• On-Demand

  Format

• 60

  Min.

• 12/10/26

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Ethics of Co-Counsel and Referral Relationships

• Instructor(s):  Brian S. Faughnan

Co-counsel and referral relationships are common in law practice.  Lawyers associate with other lawyers on cases to gain specialized knowledge required for competent representation in a case.Litigation counsel may seek local counsel on a case in another jurisdiction.  Lawyers also refer out business for a variety of reasons, including overflow work or the work is outside of a lawyer’s core competencies.  These any many other co-counsel and referral relationships, however, raise substantial ethical and malpractice issues.  This program will provide you with a framework for understanding the ethical issues surrounding co-counsel and referral relationships.  Duty to supervise counsel to whom you have referred work ·         Associating with other lawyers or firms to gain competence in specific areas ·         Fee splitting in co-counsel or referral relationships ·         Liability to co-counsel for breaches of fiduciary duty or malpractice ·         Liability for errors of co-counsel ·         Duty to inform of malpractice by co-counsel  Speakers:  Brian S. Faughnan is special counsel in the Memphis office of Thomason Hendrix Harvey Johnson & Mitchell, PLLC, where he represents clients in a wide variety of matters at the trial level and on appeal.  He counsels lawyers and law firms on a wide variety of issues surrounding legal ethics and professional responsibility. He is the chair of the Tennessee Bar Association’s Standing Committee on Ethics and Professional Responsibility, a reporter for the committee’s rules revision project, a member of the Association of Professional Responsibility Lawyers, and a member of the Media Law Resource Center’s 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. 

• On-Demand

  Format

• 60

  Min.

• 5/30/25

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

• Instructor(s):  Elizabeth Treubert Simon and 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. 

• On-Demand

  Format

• 61

  Min.

• 10/24/25

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Ethics of Joint Representations: Keeping Secrets & Telling Tales

• Instructor(s):  William Freivogel and Thomas E. Spahn

Ethics of Joint Representations: Keeping Secrets & Telling Tales Representing two or more clients in a business or commercial transaction is full of potential ethical traps.  It’s essential that clients understand the potential for conflicts of interest, how confidential information is shared among the joint clients, how negotiating strategies may be altered because of the joint representation, and the real risk to the transaction if clients eventually develop unresolvable disputes among themselves. Counseling clients about information flows and obtaining a written waiver of conflicts from all clients are essential first steps but not the end of the process. This program will provide you with a real-world guide to representing two or more clients in a business or commercial transaction.          Understanding information flows and potential conflicts of interest          Counseling clients about sharing of confidential information – and its implications          Negotiation ethics when representing multiple clients          Drafting conflict of interest waivers          Attorney-client privilege issues involved in joint representations          What to do when jointly represented clients disagree    Speakers: 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.    Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a 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.  

• On-Demand

  Format

• 60

  Min.

• 11/30/25

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Ethics of Shared Law Offices, Working Remotely & Virtual Offices

• Instructor(s):  Thomas E. Spahn

Technology allows lawyers far more flexibility to practice law than ever before.  Lawyers can work in shared offices, splitting expenses with other small firms or solo practitioners. They can work remotely, from home or virtually anywhere, with basic computer and networking technology. But all these innovations come with ethics traps. These include issues of communications and confidentiality, supervising outsourced worked, multijurisdictional practice, and managing all the technology used to practice law from home.  This program will provide you with a practical guide to ethical issues when working from home or anywhere but a traditional office.   ·         Disclosure to clients of virtual nature of law office ·         Duty of competence as a duty to understand technology ·         Electronic communications, confidentiality, and ethical risks in virtual law offices ·         How Web sites and a “virtual” presence implicate multijurisdictional practice issues ·         Outsourcing work to paralegal services, including fee sharing issues   Speaker: 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.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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. 

• On-Demand

  Format

• 60

  Min.

• 5/24/25

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Ethics of Using AI Today - 2024 Annual Meeting

• Instructor(s):  Jim Calloway & Gina Hendryx

Ethics of Using AI Today   Filmed at the 2024 OBA Annual Meeting   Jim Calloway Jim Calloway has served as director of the OBA Management Assistance Program for 25 years. He received his J.D. from the OU College of Law. He publishes the award-winning law blog, "Jim Calloway’s Law Practice Tips" and has co-authored three ABA books on law practice management. Calloway, alongside Sharon Nelson, produces the monthly podcast, "The Digital Edge: Lawyers and Technology," covering legal tech issues. Mr. Calloway, an ABA member, served as 2005 ABA TECHSHOW chair and is a member of the ABA Law Practice Division’s Law Practice Magazine editorial board, writing the magazine's "Practice Management Advice" column for five years. He was awarded the Law LP Division’s Robert P. Wilkens Award for Best Column in Division Publications in 2015. He is currently co-chair of the LP Division’s Legal Futures Initiative. In November 2018, he was awarded the William G. Paul Oklahoma Justice Award from Legal Aid Services of Oklahoma, Inc. for his work on access to justice projects. Jim has been inducted as a Fellow of the College of Law Practice Management.   Gina Hendryx Gina Hendryx is the OBA General Counsel. A licensed attorney for more than 30 years, Ms. Hendryx received her J.D. from OCU School of Law. As General Counsel she is the chief disciplinary counsel, supervising a staff of 15 and serves as the association’s counsel on other legal matters. Ms. Hendryx works with the Professional Responsibility Commission and serves as a liaison to the OBA Board of Governors, OBA committees, the courts, and other local and national entities concerning lawyer ethics issues. Ms. Hendryx is a frequent lecturer in the areas of professional responsibility and compliance with ethical standards. She has spoken to numerous private, public and governmental sector groups including state and county bar associations, legal services groups, and Judge Advocate General training programs. She writes a regular column for the Oklahoma Bar Journal on current issues in the area of professional accountability. She is also an avid scuba diver with over 1000 logged dives and holds instructor-level ratings with several scuba certification agencies.       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.

• On-Demand

  Format

• 45

  Min.

• 8/5/26

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Ethics of Working with Experts and Witnesses

• Instructor(s):  Thomas E. Spahn, Elizabeth Treubert Simon

Ethics of Working with Experts and Witnesses Preparing witnesses – whether fact witnesses or experts – for deposition or trial or conferring with them during breaks in testimony fraught with ethical issues. Expert witnesses are paid for their time, not their testimony. Though they may be hired to support a client’s view of the facts, there are limits to how experts can be coached. There are also real limits to how attorneys can prompt fact witnesses, for instance to “not remember” unfavorable facts. There are also significant ethical issues involving how to handle inadvertently produced privileged documents and when testimony goes in an unexpected adverse direction. This program will provide you with a practical guide to the ethical issues and traps of working with witnesses. Paying witnesses for their time versus their testimony Prompting a witness to “not remember” unfavorable testimony Conferring with witnesses during deposition breaks and the limits of what you advise Dishonest witnesses – what are your obligations to the court and your client? How to handle the inadvertent production of privileged documents Drafting witness affidavits without interviewing the witness   Speakers: Thomas E. Spahn is a partner in the Tysons Corners, Virginia office of McGuireWoods, where he advises firm clients on professional responsibility issues and properly creating and preserving the attorney-client privilege and work product protections.  He has served on the ABA Standing Committee on Ethics and Professional Responsibility and is a Member of the American Law Institute and a Fellow of the American Bar Foundation.  He has written extensively on attorney-client privilege, ethics and other topics, and has spoken at over 1,800 CLE programs throughout the U.S. and in several foreign countries.  Through links on his website biography, he has made available to the public his summaries of over 1,600 Virginia and ABA legal ethics opinions, organized by topic; a 300 page summary of his two-volume 1,500 page book on the attorney-client privilege and work product doctrine; over 900 weekly email alerts about privilege and work product cases; and materials for 40 ethics programs on numerous topics, totaling over 9,000 pages of analysis.  Mr. Spahn graduated magna cum laude from Yale University and received his J.D. from Yale Law School.   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, her practice focused 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 Rules of Professional Conduct Rules Review Committee.  She is the immediate past chair of the District of Columbia Legal Ethics Committee.  She writes and speaks extensively on attorney ethics issues.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany 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. 

• On-Demand

  Format

• 60

  Min.

• 1/20/26

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Ethics, Disqualification and Sanctions in Litigation

• Instructor(s):  Thomas E. Spahn

Ethics, Disqualification and Sanctions in Litigation Disqualification standards have their roots in conflicts of interests. When an attorney has a conflict that rises to a certain level, he or she is disqualified from representing a certain party in litigation. Though ethics rules substantially overlap with disqualification standards, those standards do not follow traditional conflicts analysis in every detail.  Indeed, the relationship between conflicts of interest (and related confidentiality concerns) and disqualification is highly nuanced, varying depending on facts of each case.  There are also substantial issues in the context of joint representations, including whether the disqualification of one attorney necessarily disqualifies co-counsel.  This program will provide you with a practical guide to attorney ethics rules and their relationship to disqualification in litigation.          Attorney ethics, conflicts of interest, and disqualification standards          How ethics rules and disqualification standards overlap and vary from each other          Ethics standards and tests for obtaining – or defending against disqualification          Joint representations and disqualification – if co-counsel is disqualified, are you?          Screening for conflicts of interest and the risk of imputation of conflicts/disqualification to other attorneys          Ethical sanctions and their relationship to disqualification   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a 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. 

• On-Demand

  Format

• 60

  Min.

• 9/26/25

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• DETAILS

Evidentiary Issues with Text and "Chat" Messages

• Instructor(s):  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. 

• On-Demand

  Format

• 60

  Min.

• 5/10/26

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• DETAILS

Exit Rights in Business Agreements

• Instructor(s):  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.   

• On-Demand

  Format

• 60

  Min.

• 1/13/26

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• DETAILS

Exit Strategies: Selling Companies to Employees, Part 1

• Instructor(s):  Paul Kaplun

Many closely held companies have only two potential sets of buyers – family members of the founding generation or managers and other employees of the enterprise. The market of third-party buyers for closely held companies can be very thin, so that when family members are not suitable buyers of a company, often the best solution is to sell to employees. But sales to employees are unlike sales to third-parties or family members, involving complex issues of how to finance the sale, transition management and control of the enterprise, retain key employees, and tax treatment. This program will provide you with a detailed discussion of the major issues of selling to employees, including valuation, how the sale price is financed, transition periods, retaining employees not in the buyout group, and tax treatment. Day 1 : Long-range planning of sales to employees – and benefits over selling to third parties or family members Negotiating with employees over sales price and valuation issues Transitions of management control, including retaining seller/founder for a period of time Practical governance issues when employees are identified as potential buyers Day 2 : Overview of alternative structures and the tradeoffs of each ESOPs – structural, practical and tax issues, including leveraged buyout options Use of company redemptions of founders to accomplish a transfer Crucial issues in drafting “earnouts” on sales to employees Seller financing options, including long-term notes and security interest in assets   Speaker: Paul Kaplun is a partner in the Washington, D.C. office of Venable, LLP where he has an extensive corporate and business planning practice, and provides advisory services to emerging growth companies and entrepreneurs in a variety of industries. He formerly served as an Adjunct Professor of Law at Georgetown University Law Center, where he taught business planning.  Before entering private practice, he was a Certified Public Accountant with a national accounting firm, specializing in corporate and individual income tax planning and compliance.  Mr. Kaplun received his B.S.B.A., magna cum laude, from Georgetown University and J.D. from Georgetown University Law Center.   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.

• On-Demand

  Format

• 60

  Min.

• 2/1/25

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• DETAILS

Exit Strategies: Selling Companies to Employees, Part 2

• Instructor(s):  Paul Kaplun

Many closely held companies have only two potential sets of buyers – family members of the founding generation or managers and other employees of the enterprise. The market of third-party buyers for closely held companies can be very thin, so that when family members are not suitable buyers of a company, often the best solution is to sell to employees. But sales to employees are unlike sales to third-parties or family members, involving complex issues of how to finance the sale, transition management and control of the enterprise, retain key employees, and tax treatment. This program will provide you with a detailed discussion of the major issues of selling to employees, including valuation, how the sale price is financed, transition periods, retaining employees not in the buyout group, and tax treatment. Day 1: Long-range planning of sales to employees – and benefits over selling to third parties or family members Negotiating with employees over sales price and valuation issues Transitions of management control, including retaining seller/founder for a period of time Practical governance issues when employees are identified as potential buyers Day 2: Overview of alternative structures and the tradeoffs of each ESOPs – structural, practical and tax issues, including leveraged buyout options Use of company redemptions of founders to accomplish a transfer Crucial issues in drafting “earnouts” on sales to employees Seller financing options, including long-term notes and security interest in assets   Speaker: Paul Kaplun is a partner in the Washington, D.C. office of Venable, LLP where he has an extensive corporate and business planning practice, and provides advisory services to emerging growth companies and entrepreneurs in a variety of industries. He formerly served as an Adjunct Professor of Law at Georgetown University Law Center, where he taught business planning.  Before entering private practice, he was a Certified Public Accountant with a national accounting firm, specializing in corporate and individual income tax planning and compliance.  Mr. Kaplun received his B.S.B.A., magna cum laude, from Georgetown University and J.D. from Georgetown University Law Center.   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.

• On-Demand

  Format

• 60

  Min.

• 2/2/25

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• DETAILS

Exploring the Flower Moon: The Osage Murders and Indian Law Today - 2024 Annual Meeting

• Instructor(s):  Chief Geoffrey Standing Bear, Osage Nation

Exploring the Flower Moon: The Osage Murders and Indian Law Today   Filmed at the 2024 OBA Annual Meeting     Chief Geoffrey Standing Bear, Osage Nation Geoffrey Standing Bear is the Principal Chief of the Osage Nation. He is the great-grandson of Osage Principal Chief Fred Lookout. Chief Standing Bear and his wife Julie have four children and eight grandchildren. Now in his third term as Osage Nation Principal Chief, he continues the work of protecting and enhancing the Osage culture, language and lands. Before his election, Chief Standing Bear practiced law for 34 years. He concentrated on federal Indian law. He served as Assistant Principal Chief of the Osage Tribe from 1990 through 1994 and was a Member of the Osage Nation Congress from 2010 to 2014. While a practicing lawyer, he was involved in the first Indian gaming cases in Oklahoma. He also was General Counsel to the Oklahoma Indian Gaming Association. In 2017, Chief Standing Bear was recognized by Oklahoma Magazine as an Oklahoman of the Year for his leadership of the Osage Nation. He received his B.A. from the University of Oklahoma and his J.D. from the University of Tulsa College of Law. He sees the Osage Nation expanding its land base, maintaining its vibrant traditions, and returning the Osage language to daily use. His belief is that this and much more can be done through the power of the Osage child, and it is, therefore, the duty of all his people to protect and nurture the children of the Nation.       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.

• On-Demand

  Format

• 53

  Min.

• 8/5/26

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• DETAILS

Family Disputes & Trusts: Practical Strategies to Preserve Family Wealth

• Instructor(s):  Michael Kenny, Sean Vallencourt

Family Disputes & Trusts: Practical Strategies to Preserve Family Wealth Family feuds are the most destructive force in trust and estate planning. When a senior generation of a family dies or decides to pull back from leading a family business, long suppressed inter-personal conflicts rise to the surface and have often a substantially adverse impact on the business’s operations and value. These disputes often place planners in the extremely difficult spot of having gain the trust of warring factions, understand their grievances, and use the tools of planning to help them and the company find a value-preserving resolution of their conflicts. This program will provide you with a guide to identifying and resolving family feuds in trusts.   Sources of family feuds in trusts and techniques to resolve short of litigation Disputes involving distributions, control of family assets, personal rivalries, lack of communication Techniques for resolution – outside consultants, ongoing family meetings, lifetime gifting, distribution standards How choosing trustees can provoke or alleviate family disputes How to work with warring family factions while protecting yourself as lawyer   Speakers: Michael Kenny is counsel in the New York City office of Wiggin and Dana, LLP, where his practice focuses on commercial, probate, construction, and maritime litigation.  He has represented clients in domestic and international arbitrations, including proceedings before the American Arbitration Association and the International Centre for Dispute Resolution. His litigation and arbitration experience includes the preparation and trial of warranty claims and ship repair disputes. Sean Vallencourt is a Litigation Associate in Wiggin and Dana’s New York office.  He represents businesses and individuals in a diverse array of disputes before federal and state courts, as well as alternative dispute resolution tribunals. Prior to joining Wiggin and Dana, Sean served as a law clerk to two federal district judges: Judge Neil V. Wake (District of Arizona) and Chief Judge Sara Darrow (Central District of Illinois). Prior to clerking, he practiced at Phillips Nizer LLP.       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. 

• On-Demand

  Format

• 60

  Min.

• 2/17/26

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• DETAILS

Family Feuds in Trust and Estate Planning: Counseling Clients About Dispute Avoidance

• Instructor(s):  Steven B. Malech

Family Feuds in Trust and Estate Planning: Counseling Clients About Dispute Avoidance Family feuds are the most destructive force in trust and estate planning. When a senior generation of a family dies or decides to pull back from leading a family business, long suppressed rivalries, disputes and inter-personal conflicts rise to the surface and have often a substantially adverse impact on the business’s operations and value. These disputes often place planners in the extremely difficult spot of having gain the trust of warring factions, understand their grievances, and use the tools of planning to help them and the company find a value-preserving resolution of their conflicts. This program will provide you with a real-world guide to identifying and resolving family feuds in trusts.          Sources of family feuds in trusts and techniques to resolve short of litigation·          Disputes involving distributions, control of family assets, personal rivalries, lack of communication          Techniques for resolution – outside consultants, ongoing family meetings, lifetime gifting, distribution standards          How choosing trustees can provoke or dampen family disputes          How to work with warring family factions while protecting yourself as lawyer   Speaker: 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 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.       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. 

• On-Demand

  Format

• 60

  Min.

• 10/20/25

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• DETAILS

Family Law Section - Last Chance CLE 2023

• Instructor(s):  Family Law Section

FAMILY LAW SECTION – LAST CHANCE CLE Filmed on Wednesday, December 13th, 2023 A Total of Six (6) Hours of CLE with Two (2) Hours of Ethics Offered   SPEAKERS: -          Virginia Henson o   What’s Wrong with the Practice and How Do We Fix It? (Ethics) -          Monica Dionisio, Christopher Brecht, and Brian Swenson o   A Panel Discussion on the Cost of Family Law Litigation -          Christian Barnard o   Attorney Fees with Some Discussion on Requests for Suit Monies -          Linda Van Valkenburg o   Children’s Stressors and Coping Mechanisms o   Talking to Children and Separation/Divorce (Ethics) o   Children’s Preference and Visitation Schedules       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. 

• On-Demand

  Format

• 312

  Min.

• 12/15/25

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• DETAILS

Fiesta Friday: Basics in Trademarks

• Instructor(s):  Elizabeth Isaac & OBA CLE

Fiesta Friday: Basics in Trademarks Jump into the world of trademarks with a spicy twist in our “Fiesta Friday: Basics in Trademarks” course!  Elizabeth Isaac will walk you through the basics using the Taco Tuesday litigation as the guide.   Elizabeth Isaac is a registered patent attorney at Ryan Whaley where she leads the firm's Intellectual Property Transaction Group. Prior to joining Ryan Whaley, she served as Director and Shareholder at Dunlap Codding where she founded and oversaw the firm’s Design Group. Elizabeth helps innovators, entrepreneurs, artists, and businesses protect their inventions, brands, designs, and other creative works to leverage their intellectual property portfolios and enhance their business options. She counsels clients regarding a breadth of patents, trademarks, copyrights, and other proprietary rights—with an emphasis on creatively and strategically identifying holistic and dynamic ways to enforce, defend, and improve the value of various technological and creative assets worldwide. Elizabeth’s current community service includes President of the board of directors for the Oklahoma Bar Association Intellectual Property Section and Chair of the American Intellectual Property Law Pro Bono Committee. She is a member of the AIPLA Industrial Design Committee and served as a coordinator and moderator for the AIPLA Design Rights Boot Camp. Elizabeth is a past board member of OCBA Young Lawyers Division; OCU School of Law Alumni Association; and deadCenter Film; is also the past Board Chair and Event Chair of IgniteOKC; past Vice Chair of membership for the Board of Directors of Catalyst of Allied Arts; a 2017 graduate of Linking Oklahoma Young Adult Leaders Class XII; and a Chapter 29 Rotarian of Oklahoma City. Elizabeth was selected to Best Lawyers: Ones to Watch for 2021, 2022, and 2023; has been named a Super Lawyers Rising Star in Oklahoma for 2018, 2019, 2020, 2021, 2022, and 2023; was named a 2017 Achievers Under 40 by the Journal Record; and 2016 Oklahoma City’s Forty Under 40 by okc.BIZ.       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. 

• On-Demand

  Format

• 90

  Min.

• 6/28/26

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• DETAILS

Filing Your First (Or Next) Expungement - 2023 OBA Annual Meeting

• Instructor(s):  Melissa Brooks

Presented at the 2023 Oklahoma Bar Association Annual Meeting.                   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. 

• On-Demand

  Format

• 44

  Min.

• 11/12/25

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• DETAILS

Fines, Fees, and Due Process - An Update for Defendants' Rights Under HB 2259

• Instructor(s):  Ed Wunch

Fines, Fees, and Due Process - An Update for Defendants' Rights Under HB 2259   The legislature significantly amended the court debt collection process in 2023, making it less likely defendants will be incarcerated for poverty.  This program will summarize the changes and provide advocacy tools to help attorneys advocate for relief from court debt for their clients.   SPEAKER:  Ed Wunch, Legal Aid Services of Oklahoma, Inc. Ed Wunch is a Staff Attorney with Legal Aid Services of Oklahoma, Inc. (LASO), serving in that capacity since 2016. Mr. Wunch’s practice covers a number of areas including criminal justice debt, family law, consumer law, and housing. Mr. Wunch serves as an At-Large member of LASO's Leadership Team, participating in ad hoc appeal and impact case decision committees. Mr. Wunch has also served as the OBA Law Day Committee Chair since 2020.Mr. Wunch received his Bachelor of Arts, magna cum laude, from the University of California, Los Angeles in 2010. Mr. Wunch is a 2013 graduate of the University of California, Irvine 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. 

• On-Demand

  Format

• 61

  Min.

• 10/26/25

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• DETAILS

Foundations in Energy and Natural Resource Law for the Lawyer with No Foundation

• Instructor(s):  Energy and Natural Resources Law Section

Foundations in Energy and Natural Resource Law for the Lawyer with No Foundation   ENERGY & NATURAL RESOURCES LAW SECTION of the OKLAHOMA BAR ASSOCIATION         This program will cover selected topics in energy & natural resource law to provide a basic introduction and understanding for the general practitioner and lawyer whose practice is not focused on energy & natural resource law.           AGENDA                           Welcome, Initial Remarks                         By: Elisabeth Brown, Partner at Elias, Books, Brown & Nelson, P.C.;       Chairperson of ENRLS                           Basics of Oil and Gas Ownership and Conveyancing in Oklahoma                         By: David Hampton, Partner at Hampton and Milligan, PLLC Led by Professor Hampton, a distinguished practitioner and professor in energy law, this presentation apprises non-oil and gas lawyers of the intricate realms of energy and natural resource law and covers fundamental energy law subjects, including legal descriptions, sale and purchase of minerals, assignments of interest, and title and curative matters related to mineral and leasehold ownership.                                 Deal or No Deal: Understanding and Negotiating the Oil and Gas Lease and                         Other Agreements                         By: Travis Brown, Partner at Mahaffey & Gore, P.C.                                 Vance Brown, Partner at Elias, Books, Brown & Nelson, P.C. This presentation covers the basics of oil and gas leasing, including the purpose of an oil and gas lease, what interests are covered and what rights are conveyed under the lease, basic terms and essential lease clauses generally included in the oil and gas lease, and key factors to consider when negotiating lease agreements, as well as provide a basic overview of surface damage agreements and division orders.                           Still Waters Run Deep: An Introduction to Oklahoma Water Law By: Kaylee Davis-Maddy, Partner at Doerner, Saunders, Daniel & Anderson, LLP This presentation will cover the basics of water ownership in Oklahoma, the purpose and jurisdiction of the Oklahoma Water Resources Board, and an introduction to permitting and use of water in Oklahoma.                           Demystifying the Corporation Commission – Considerations When Your Client Is Force Pooled                         By: John R. Reeves and Matthew J. Allen, Partners at Fox Rothschild, LLP This presentation covers the basics of what it means if your client receives an application for forced pooling, what actions your client should take during the procedural process at the Oklahoma Corporation Commission (“OCC”) for the pooling proceeding, and what your client should do once the pooling order is entered by the OCC.                           Concluding Remarks       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.   

• On-Demand

  Format

• 214

  Min.

• 9/7/25

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• DETAILS

Franchise Agreements: What You Need to Know Before Your Clients Signs, Part 1

• Instructor(s):  Kerrin O'Connell, Ethan Larson

Franchises often seem to clients like vehicles to assured success, but they are risky ventures.  The task for lawyers advising clients about franchises is to counsel them about setting reasonable expectations and help them understand the practical obligation of franchise agreements.  This is no easy task because these agreements are a complex arrangement of restrictions, fees, operational requirements, intellectual property protections and reporting periods. But understanding how these agreements work – and the range of what’s negotiable and what’s not – is essential to client success.  This program will provide you with a real world guide to the framework of franchise law, practical due diligence of franchise opportunities, and reviewing and negotiating the most important provisions of franchise agreements. Day 1: ·         Setting and counseling clients about realistic franchise expectations ·         Practical guide to reading/understanding a Franchise Disclosure Document (FDD) ·         Phases of franchise review – due diligence, negotiation of agreement, and lease work ·         Spotting red flags early in the process ·         Framework of franchise law and relationship of federal/FTC regulations to state regulation Day 2: ·         Major economic and non-economic provisions in franchise agreements ·         Determining what’s truly negotiable – and what’s not ·         Scope of territory – rights within in it and the opportunity to expand ·         Tiers of fees, royalties and marketing expenses ·         Operating standards and covenants – and negotiating for local modification ·         Transfer and exit issues when a franchisee wants out Speakers: Kerrin O'Connell is an attorney from Denver, Colorado who has focused her practice on franchise transactions and intellectual property licensing for Drumm Law. Prior to joining Drumm Law, she served as an associate at a law firm specializing in the development of franchise disclosure documents and franchise agreements for emerging franchise brands, and previously worked in the contracts department of one of the largest real estate franchisors. Ethan Larson is an attorney from Denver, Colorado who joined Drumm Law after bouncing around in various legal fields, but has now found his  home at Drumm Law, where he can put the interests of his clients first. He prides himself on providing quality work for his clients while keeping their costs down. He enjoys getting to know his clients on a personal level, and developing relationships that extend outside of the virtual office. 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. 

• On-Demand

  Format

• 60

  Min.

• 3/14/25

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• DETAILS

Franchise Agreements: What You Need to Know Before Your Clients Signs, Part 2

• Instructor(s):  Kerrin O'Connell, Ethan Larson

Franchises often seem to clients like vehicles to assured success, but they are risky ventures.  The task for lawyers advising clients about franchises is to counsel them about setting reasonable expectations and help them understand the practical obligation of franchise agreements.  This is no easy task because these agreements are a complex arrangement of restrictions, fees, operational requirements, intellectual property protections and reporting periods. But understanding how these agreements work – and the range of what’s negotiable and what’s not – is essential to client success.  This program will provide you with a real world guide to the framework of franchise law, practical due diligence of franchise opportunities, and reviewing and negotiating the most important provisions of franchise agreements. Day 1: ·         Setting and counseling clients about realistic franchise expectations ·         Practical guide to reading/understanding a Franchise Disclosure Document (FDD) ·         Phases of franchise review – due diligence, negotiation of agreement, and lease work ·         Spotting red flags early in the process ·         Framework of franchise law and relationship of federal/FTC regulations to state regulation Day 2: ·         Major economic and non-economic provisions in franchise agreements ·         Determining what’s truly negotiable – and what’s not ·         Scope of territory – rights within in it and the opportunity to expand ·         Tiers of fees, royalties and marketing expenses ·         Operating standards and covenants – and negotiating for local modification ·         Transfer and exit issues when a franchisee wants out Speakers: Kerrin O'Connell is an attorney from Denver, Colorado who has focused her practice on franchise transactions and intellectual property licensing for Drumm Law. Prior to joining Drumm Law, she served as an associate at a law firm specializing in the development of franchise disclosure documents and franchise agreements for emerging franchise brands, and previously worked in the contracts department of one of the largest real estate franchisors. Ethan Larson is an attorney from Denver, Colorado who joined Drumm Law after bouncing around in various legal fields, but has now found his  home at Drumm Law, where he can put the interests of his clients first. He prides himself on providing quality work for his clients while keeping their costs down. He enjoys getting to know his clients on a personal level, and developing relationships that extend outside of the virtual office.   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. 

• On-Demand

  Format

• 60

  Min.

• 3/15/25

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• DETAILS

From One Thing to Another: Business Entity Conversions & Domestication

• Instructor(s):  Elizabeth Fialkowski Stieff

From One Thing to Another: Business Entity Conversions & Domestication Choice of entity is not a one-time decision.  Business entities may choose to change their legal form for many reasons – changing tax laws, new investors that require a different form of entity, or market or regulatory conditions making a different form of entity the better choice. But whenever an entity is converted from one form to another, significant tax liability and corporate or partnership law issues arise.  One important consideration is how to modify the company’s underlying agreements to ensure basic economic arrangements among the owners remain intact.  This program will provide a real-world guide to entity conversions. ·         Conversions among C Corps, S Corps, partnerships and LLCs ·         Strategies for minimizing tax on conversions ·         Business and organizational law considerations when converting an entity ·         Drafting issues in restating underlying company agreements ·         Practical and tax traps when engaging in an entity conversion   Speaker:   Elizabeth Fialkowski Stieff is an attorney in the Baltimore, Maryland office of Venable, LLP, where her practice focuses on corporate advisory matters, including mergers, acquisitions, and joint ventures, as well as tax controversies.  Prior to joining Venable, she was an associate in corporate and securities practice at a national law firm, where she advised clients on a variety of federal and state tax issues.  Before entering private practice, she served as a judicial clerk to Judge L. Paige Marvel of the United States Tax Court.     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. 

• On-Demand

  Format

• 60

  Min.

• 7/28/25

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• DETAILS

Fundamentals of Licensing Technology, Part 1

• Instructor(s):  Matt McKinney

Fundamentals of Licensing Technology, Part 1 Licenses are complex agreements governing the use of software, technology and other inventions.  Most companies depend on technology it licenses to create operate and create value.  But these complex instruments are also traps for the unwary, blending how and when the licensed technology can be used, in what territory, and by whom.  Licenses also incorporate sprawling indemnity and damages provisions. Carefully drafted, negotiated or reviewed, licenses can be the fount of great value. But their complexity is also fraught with traps.  This program will provide you with an intermediate-level guide to drafting and reviewing the most important provisions of licenses, including scope of use, property ownership and adaptation, royalties, warranties and indemnity, and remedies. Day 1: Drafting and reviewing the most important provisions of client licenses Defining the scope of the license – usage, territory, time and updates Royalties – different structures and audits Warranties in licensing – implied and express Protecting the exchange of confidential information – employee issues and trade secrets   Day 2: Remedies on breach – financial liability and specific performance Indemnity – scope of obligation, exclusions, mechanics, remedies/triggers Limitation of liability – forms liability and failure of essential purpose Risk management – insurance, escrow, force majeure IP diligence – what to look for and red flags   Speaker: Matt McKinney is a partner in the Denver office of Koenig, Oelsner, Taylor, Schoenfeld & Gaddis P.C., where his practice focuses on structuring and negotiating complex commercial and technology transactions and representing companies in intellectual property and technology-related matters.  He is experienced with a wide range of contracts regarding the commercialization and protection of intellectual property including software, content, patent and trademark licenses, and software as a service (SaaS) agreements.           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. 

• On-Demand

  Format

• 60

  Min.

• 4/11/26

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• DETAILS

Fundamentals of Licensing Technology, Part 2

• Instructor(s):  Matt McKinney

Fundamentals of Licensing Technology, Part 2 Licenses are complex agreements governing the use of software, technology and other inventions.  Most companies depend on technology it licenses to create operate and create value.  But these complex instruments are also traps for the unwary, blending how and when the licensed technology can be used, in what territory, and by whom.  Licenses also incorporate sprawling indemnity and damages provisions. Carefully drafted, negotiated or reviewed, licenses can be the fount of great value. But their complexity is also fraught with traps.  This program will provide you with an intermediate-level guide to drafting and reviewing the most important provisions of licenses, including scope of use, property ownership and adaptation, royalties, warranties and indemnity, and remedies. Day 1: Drafting and reviewing the most important provisions of client licenses Defining the scope of the license – usage, territory, time and updates Royalties – different structures and audits Warranties in licensing – implied and express Protecting the exchange of confidential information – employee issues and trade secrets   Day 2: Remedies on breach – financial liability and specific performance Indemnity – scope of obligation, exclusions, mechanics, remedies/triggers Limitation of liability – forms liability and failure of essential purpose Risk management – insurance, escrow, force majeure IP diligence – what to look for and red flags   Speaker: Matt McKinney is a partner in the Denver office of Koenig, Oelsner, Taylor, Schoenfeld & Gaddis P.C., where his practice focuses on structuring and negotiating complex commercial and technology transactions and representing companies in intellectual property and technology-related matters.  He is experienced with a wide range of contracts regarding the commercialization and protection of intellectual property including software, content, patent and trademark licenses, and software as a service (SaaS) agreements.           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. 

• On-Demand

  Format

• 60

  Min.

• 4/11/26

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• DETAILS

GALPS 2022 CLE Conference

• Instructor(s):  Tracy E. Neel

GALPS 2022 CLE Conference Program Planner:  Tracy E. Neel Co-sponsored With:  Government and Admistrtative Law Section     Tribal and OBA Ethics Preston Draper   Enforcement of Laws by Agency Panel Discussion led by Teena Gunter   Employment law and the FLSA Ronald Baze, Oklahoma Department of Human Services   Ethics for State Attorneys Sean McFarland, Oklahoma Department of Human Services   Cybersecurity  Geoff Wilson, Go Security Pro   Open Records Act Thomas Schnieder, Oklahoma Attorney General's Office     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. 

• On-Demand

  Format

• 275

  Min.

• 12/31/24

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• DETAILS

GALPS 2023 CLE Conference

• Instructor(s):  Government and Administrative Law Section

GALPS 2023 CLE Conference Friday, December 8th, 2023 Co-sponsored With:  Government and Administrative Law Section AGENDA   8:30 - 9:00 am ~ Registration and Breakfast 9:00 - 9:10 am ~ Welcome 9:10 - 10:00 am ~ Trevor Pemberton - Executive Function 10:00 - 10:50 am ~ Elizabeth Field - Professional Licensing 10:50 - 11:00 am ~ Morning Break 11:00 - 11:50 am ~ Amanda Otis & Jason Lawson - The State of Procurement 12:00 - 1:00 pm ~ Lunch Break 1:00 - 1:50 pm ~ Sarah Penn & James Rucker - The State of Agency Deference 1:50 - 2:40 pm ~ Panel Discussion -Eric Davis, Don Maisch, Mackenzie Murphy-Wilfong, Kara Smith 2:40 - 2:50 pm ~ Afternoon Break 2:50 - 3:40 pm ~ Preston Draper - A Brave New World: AI Through an Ethics Lens     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.     

• On-Demand

  Format

• 308

  Min.

• 12/31/25

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• DETAILS

Getting to Market: Sales and Distribution Agreements

• Instructor(s):  Joel R. Buckberg

Getting to Market: Sales and Distribution Agreements  A product is only as successful as its distribution, only as profitable as it reaches the widest market possible.  Most suppliers of goods rely on distributors to reach the market. Distributor agreements can come in a multitude of types, including wholesale and retail distribution agreements. These agreements encompass a series of intricately interrelated provisions about the scope of products, the scope of the territory involved, exclusivity, pricing control, support in the form of marketing and training, supply guarantees, and much more.  Success for both the supplier and the distributor depends on a thoughtfully planned and drafted agreement.  This program will provide you with a practical guide to drafting the most essential provisions of distributor agreement.   Understanding distributor and supplier objectives – and how they can be harmonized ·         Legal framework of distributor agreements ·         Products covered and how they are defined and altered over time ·         Exclusivity – territory and products ·         Support – training, advertising, promotion ·         Supply guarantees, timeliness of performance ·         Pricing – who controls and antitrust considerations   Speaker: Joel R. Buckberg is a partner in Nashville office of Baker Donelson, P.C. and vice chair of the firm’s corporate group. He has 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.       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. 

• On-Demand

  Format

• 58

  Min.

• 8/8/25

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• DETAILS

Going Over: Employment Law Issues When a Key Employee Leaves for a Competitor

• Instructor(s):  Jennifer S. Baldocchi, Jessica Mendelson, Lindsey Jackson

Going Over: Employment Law Issues When a Key Employee Leaves for a Competitor   Few things strike heart of business owners more than when a key employee departs and joins a competitor.  The departing employee may have sensitive knowledge about products or services, pricing strategies, customer lists, financial or other information essential to the success of the business.  If the business has planned for this eventuality, placing restrictions on key employees through a variety of agreements, any damage may be limited.  But if the key employee is departing without these agreements in place, the business must rely on strategies for protecting its sensitive information. This program will provide you a real-world guide to protecting your client’s sensitive business information when a key employee departs.   ·         Conducting effective exit interviews of the departing employee ·         Enforcing contractual provisions against disclosure of sensitive employer information ·         Resort to statutory protections of trade secrets or “know how” when contractual protections don’t exist ·         Understanding how employment law torts may apply to specific situations ·         Planning in anticipation of the eventual loss of a key employee   Speakers: Jennifer S. Baldocchi is a partner in Los Angeles office of Paul Hastings, LLP, where she co-chairs the office’s employment law department.  Her practice focuses on employee mobility and intellectual property, including trade secrets, covenants not to compete, unfair competition, and fiduciary duties.   In her transactional practice, she prepares employee and executive contracts, focusing on the protection of trade secrets and the prevention of improper customer and employee solicitations. She is recognized by Legal 500 US for trade secrets litigation and non-contentious matters. Jessica Mendelson is an attorney in the Palo Alto, California office of Paul Hastings, LLP, where her practice focuses on trade secrets litigation and employee mobility issues.  Prior to joining Paul Hastings, Ms. Mendelson practiced trade secret, trademark, and copyright litigation in the intellectual property department of a boutique firm in Los Angeles. Lindsey Jackson is an attorney in the Los Angeles office of Paul Hastings, LLP, where she represents employers in all aspects of employment law and labor relations, including wage-and-hour, discrimination, retaliation, harassment, trade secrets, and employee mobility matters. Ms. Jackson has also represented clients in employment litigation touching upon cybersecurity issues.       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. 

• On-Demand

  Format

• 60

  Min.

• 11/17/25

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• DETAILS

Good Faith and Fair Dealing in Business Transactions: Litigation Risks

• Instructor(s):  Shannon M. Bell

Good Faith and Fair Dealing in Business Transactions: Litigation Risks When business transactions go bad – either because they fail on their own terms or they never reach the closing table – there are often recriminations, accusations of bad-faith and threats of litigation.  The parties negotiating these transactions are subject to certain standards of conduct which, if violated, give rise to liability. Various theories of liability exist, including breach of the duty of good faith and fair dealing, negligent or fraudulent misrepresentation, and interference with a business expectancy. This program will provide you with real-world guide to the standards of conduct in business transactions and your clients can mitigate risk of liability.   ·         Sources of fiduciary standards in negotiating, drafting and closing business transactions ·         How fiduciary standards are commonly breached in transactions ·         Role of business torts, including negligent and fraudulent misrepresentation, interference with a business expectancy ·         Risks of litigation and practical remedies – damages, rescission, specific performance ·         Special duties in closely held businesses, including misappropriation of company opportunities   Speaker: Shannon M. Bell is a member 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. 

• On-Demand

  Format

• 58

  Min.

• 8/22/25

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• DETAILS

Governance for Nonprofit and Exempt Organizations

• Instructor(s):  Michael Lehmann

Governance for Nonprofit and Exempt Organizations Non-profit and tax exempt organizations of every size are complex organizations.  Boards of directors need to recruit and retain talented management, supervise the investment of endowments in often volatile markets, engage profit-making corporations in joint ventures, and ensure the integrity of systems and policies in environment of increased governmental and public scrutiny.  Effective governance of these organizations is essential to advancing the non-profit’s mission.  When governance fails, the organization itself and its directors are exposed to potential liability. This program will provide you with a practical guide to major governance issues for non-profits, including major management issues. Current IRS and attorneys general investigation and enforcement priorities Essential provisions of non-profit management agreements Best practices for determining executive compensation Fiduciary duties, potential liability, and indemnification of nonprofit directors and officers Compliance issues, including Form 990   Speaker: Michael Lehmann is a partner in the New York office of Dechert, LLP, where he specializes in tax issues related to non-profits and in the tax treatment of cross-border transactions.  He advises hospitals and other health care providers, research organizations, low-income housing developers, trade associations, private foundations and arts organizations.  He advises clients on obtaining and maintaining tax-exempt status, executive compensation, reorganizations and joint ventures, acquisitions, and unrelated business income planning.  Mr. Lehmann received his A.B., magna cum laude, from Brown University, his J.D. from Columbia Law School, and his LL.M. from New York 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.

• On-Demand

  Format

• 60

  Min.

• 3/2/26

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• DETAILS

Guardianships Under Title 10A and Title 30 – Advice and Practice Tips

• Instructor(s):  Hon. Kaitlyn Allen and Allyson E. Dow

Guardianships Under Title 10A and Title 30 – Advice and Practice Tips   This session covers how to handle juvenile guardianship matters whether you represent the child, guardian, or parent, from the perspective of both the bench and bar. These types of cases have a profound impact on families' lives. Contested guardianships are also an opportunity to build trial practice and negotiation skills while assisting someone at a pivotal moment in their life.       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. 

• On-Demand

  Format

• 57

  Min.

• 12/31/24

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• DETAILS

Health Care Issues in Estate Planning

• Instructor(s):  Michael Sneeringer, Missia H. Vaselaney

Health Care Issues in Estate Planning Trust and estate planning for health care involves counseling clients about what are often the most difficult decisions in their life or lives of loved ones. There are issues of making life-and-death health care decisions many years in advance of when those decisions will be needed. There are equally delicate decisions about the appointment of trustees or conservators.  Planning for long-term care – and how to fund that care – is often the biggest challenge for most clients.  If clients are not carefully counseled about their choices and their decisions not carefully reflected in trust and estate documents, their most important goals will be unfulfilled.  This program will provide you with a practical guide to the most important health care issues in trust and estate planning.   Counseling clients about planning for health care decision-making Tension between health care providers & trustees: Areas of competence, conflict, and cooperation Drafting advance health care directives & revocable trusts Defining objective health care “triggers” in documentation Key issues in appointing trustees, guardians & conservators Availability & financing of home health care & institutional care   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. 

• On-Demand

  Format

• 60

  Min.

• 1/18/26

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• DETAILS

Honoring Sovereignty: An Indian Law Update

• Instructor(s):  OBA Indian Law Section

Oklahoma Bar Association Indian Law Section CLE December 21, 2023, 9 a.m. to 4:20 p.m. Oklahoma Bar Center, Oklahoma City and Online     Topic Panelists   Welcome from OCU Law Dean David Holt The Hon. David Holt   U.S. Supreme Court Update A discussion focused on the Supreme Court’s notable Indian law decisions in the last year and cases to watch on this year’s docket. Prof. Marc Roark, University of Tulsa College of Law, Professor and Associate Dean of Faculty Development   Tribal Court Transitions A primer on how to transition from a tribal court created by the Code of Federal Regulations, i.e. a “CFR Court,” to an independent tribal court, featuring necessary legal infrastructure and practical tips. Hon. Eldridge Onco, Chief Justice, Kiowa Tribal Court; Hon. Heather Mitchell, Chief Judge, Kiowa Tribal Court; Hershel M. Gorham, Esq., General Counsel, Cheyenne & Arapaho Tribes   Break     Smoothing the Path from Fee to Trust A detailed overview on how to make an application to Interior for taking land into trust, whether for gaming, non-gaming or “mandatory” acquisitions. Valery Giebel, Esq., senior Indian law attorney, U.S. Department of the Interior Office of the Solicitor, Tulsa Field Office   Lunch     Farm Bill Updates for Indian Country Learn how updates to the 2018 Farm Bill 2023 will impact Indian Country’s farming, ranching, hemp, forestry and nutrition programs to achieve food sovereignty and security. Carly D. Griffith Hotvedt, Esq. Associate Director of the Indigenous Food and Agriculture Initiative ("IFIA"), University of Arkansas Law School Kelli Case Senior Staff Attorney, IFIA Kristiana Coutu Director of Policy, Research and Governance, IFIA   Restoring the Indian Treaty Power Professor Pearl will discuss the likely unconstitutional nature of the 1871 prohibition on the President’s ability to enter into treaties with Indian tribes, touching on relevant case law on separation of powers, potential legal challenges and how the ability to negotiate treaties would solve many disputes between Oklahoma tribes and the State. Prof. M. Alexander Pearl, University of Oklahoma College of Law   Break     Eliminating Implicit Bias in the Legal Profession   This interactive session will explore how attorneys can meet their duty under the Rules of Professional Conduct to respect the legal system and those who serve it by recognizing and mitigating implicit bias in their relationships and interactions with clients, job applicants and as prosecutors, defense counsel and judges.    Dr. Natasha M. Mickel, PhD., Assistant Professor, Assistant Director of Faculty Development, University of Oklahoma HSC. Stephanie Hudson, Esq., director, Oklahoma Indian Legal Services; President, Oklahoma Bar Association Indian Law Section       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. 

• On-Demand

  Format

• 375

  Min.

• 12/31/25

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• DETAILS

How Ethics Rules Apply to Lawyers Outside of Law Practice

• Instructor(s):  Thomas E. Spahn

How Ethics Rules Apply to Lawyers Outside of Law Practice Ethics rules are intended primarily to regulate lawyer acts when practicing law. But the rules do not always stop there. Lawyers can be held responsible and disciplined under ethics rules for things they do when acting outside of their practices. Lawyers may be disciplined under ethics rules for criminal conduct, including misdemeanors, entirely unrelated to their lawyerly conduct. They may be also be disciplined for any acts that involve dishonesty, misrepresentation, or any actions prejudicial to the judicial system. This program will provide you with a guide to circumstances in which ethics rules apply to lawyers when they act outside of law practice.   Dishonesty and misrepresentation when a lawyer is acting as a non-lawyer Lawyers as business people – how counter-parties can allege ethical misconduct Self-representation – when lawyers represent themselves in litigation, who can they communicate with? Violations of law, including misdemeanors, as ethics violations Restrictions on lawyers’ ability to market themselves in non-lawyer roles   Speaker: 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.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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. 

• On-Demand

  Format

• 60

  Min.

• 2/6/26

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• DETAILS

How to Fix a Broken Trust: Decanting, Reformation & Other Tools

• Instructor(s):  Benjamin S. Candland

Not every irrevocable trust ends up serving its intended purpose or is financially viable.  Many unforeseen events can and do occur – tax laws change, family circumstance change – sometimes dramatically, or there can be d a deep downturn in a family business.  In these and many other circumstances trusts are broken and need to be “fixed” – fiduciary powers adjusted, distributions policies modified, trusts divided or merged, or even terminated.  The process of accomplishing these fixes are necessarily limited and comes with risks, including tax liability and potentially liability to future beneficiaries. This program will provide you with a practical guide to techniques for fixing broken irrevocable trusts.   ·         Trust reformation by agreement of all stakeholders or by court order ·         Principal and income adjustment powers under the UPIA ·         Techniques for converting a trust from one type to another ·         Use of “decanting” to terminate trusts and distribute assets when the trust is not viable ·         Framework of tax considerations when trusts are restructured or terminated   Speaker: Benjamin S. Candland is a partner in the Richmond, Virginia office of McGuireWoods, LLP, where his practice focuses on estate planning, administration, estate and gift taxation, and litigation. He provides individual clients with advice on various estate planning matters involving estate, gift, and generation-skipping transfer taxes. He is a member of the ABA Real Property and Probate Section and the Virginia Bar Association Trusts and Estate Section. Mr. Candland received his B.A. from Brigham Young University and his J.D. from the College of William and Mary 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. 

• On-Demand

  Format

• 60

  Min.

• 2/28/25

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• DETAILS

How to Hold Business Interests in a Trust

• Instructor(s):  Michael Sneeringer, Missia 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.   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.         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.

• On-Demand

  Format

• 60

  Min.

• 5/16/26

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• DETAILS

Incentive Compensation in Businesses, Part 1

• Instructor(s):  Norman Lencz

Incentive Compensation in Businesses, Part 1  Companies of every type including incentivize compensation features in employee compensation packages. The range of incentive compensation tools and techniques available to these companies depends on the type of entity involved.  Corporate entities have stock options, restricted stock and other forms of profit or capital appreciation rights.  LLCs are even more flexible and can award a variety of forms of profit or capital rights.  These alternatives, together with voting and vesting restrictions, provide companies alternatives for virtually every circumstance.  But each alternative comes with tradeoffs – practical, tax and financial. This program will provide you with a real world guide to the incentive compensation alternatives in business entities.   Day 1: ·         Framework of incentive compensation alternatives for corporate v. pass-through entity ·         Advantages and drawbacks of stock options, restricted stock, and profit participation rights ·         How IRC Section 83 impacts corporate stock options, the award of restricted stock and other rights ·         Use of vesting to impact the tax consequences of incentive compensation ·         Special incentive compensation issues in S Corps   Day 2: ·         Use of profit interests and capital interest in LLCs, partnerships ·         Exchanging incentive compensation for services ·         Incentive compensation in single member LLCs ·         Impact of IRC Section 409A and deferred compensation ·         Employment tax considerations   Speaker:   Norman Lencz is a partner in the Baltimore, Maryland office of Venable, LLP, where his practice focuses on a broad range of federal, state, local and international tax matters.  He advises clients on tax issues relating to corporations, partnerships, LLCs, joint ventures and real estate transactions.  He also has extensive experience with compensation planning in closely held businesses.       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. 

• On-Demand

  Format

• 60

  Min.

• 8/30/25

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• DETAILS

Incentive Compensation in Businesses, Part 2

• Instructor(s):  Norman Lencz

Incentive Compensation in Businesses, Part 2 Companies of every type including incentivize compensation features in employee compensation packages. The range of incentive compensation tools and techniques available to these companies depends on the type of entity involved.  Corporate entities have stock options, restricted stock and other forms of profit or capital appreciation rights.  LLCs are even more flexible and can award a variety of forms of profit or capital rights.  These alternatives, together with voting and vesting restrictions, provide companies alternatives for virtually every circumstance.  But each alternative comes with tradeoffs – practical, tax and financial. This program will provide you with a real world guide to the incentive compensation alternatives in business entities.   Day 1: ·         Framework of incentive compensation alternatives for corporate v. pass-through entity ·         Advantages and drawbacks of stock options, restricted stock, and profit participation rights ·         How IRC Section 83 impacts corporate stock options, the award of restricted stock and other rights ·         Use of vesting to impact the tax consequences of incentive compensation ·         Special incentive compensation issues in S Corps   Day 2: ·         Use of profit interests and capital interest in LLCs, partnerships ·         Exchanging incentive compensation for services ·         Incentive compensation in single member LLCs ·         Impact of IRC Section 409A and deferred compensation ·         Employment tax considerations   Speaker: Norman Lencz is a partner in the Baltimore, Maryland office of Venable, LLP, where his practice focuses on a broad range of federal, state, local and international tax matters.  He advises clients on tax issues relating to corporations, partnerships, LLCs, joint ventures and real estate transactions.  He also has extensive experience with compensation planning in closely held businesses.       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. 

• On-Demand

  Format

• 60

  Min.

• 8/31/25

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• DETAILS

Incentive Trusts: The Promise & Limits of “Do What I Want & I’ll Reward You

• Instructor(s):  John A. Warnick

Incentive Trusts: The Promise & Limits of “Do What I Want & I’ll Reward You” Incentive trusts are a mechanism by which the settlor tries to “incentivize” or seek to control the behavior of beneficiaries.  Settlors may want to encourage children or grandchildren to achieve certain educational milestones, maintain a job, get married or have children, or remain free of substance abuse or other risky behaviors. But there are serious limits – limits of what the law will allow a settlor to demand of a beneficiary or a trustee to enforce.  There are also practical limits, including how to objectively judge a beneficiary’s behavior when making distributions.  Incentive trusts are decidedly a mixed bag. This program will provide you with a real-world guide to drafting incentive trusts, counseling clients about their effectiveness and limits, and understanding what the law will (or won’t) allow.      Uses and limitations – practical and legal – of incentive trusts    Types of incentive trusts – and rates of success or failure in achieving settlor goals    Structuring incentives so they can be objectively measured and administered by trustees    Drafting distribution provisions    Counseling clients about downsides of incentive trusts and alternatives   Speaker: John A. Warnick is an attorney and wealth counselor in Denver, Colorado, with a national estate and trust planning practice. He is widely recognized for his counseling of high net worth families on purposeful giving, the process of not only transferring wealth but creating a lasting legacy. He is also the managing collaborator of the Purposeful Planning Institute and a wealth consultant with Family Wealth and Transition Solutions.  Mr. Warnick is a Fellow of the American College of Trust and Estate Counsel and formerly practiced law with Holme, Roberts & Owen, LLP in Denver.       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. 

• On-Demand

  Format

• 60

  Min.

• 9/8/25

  Avail. to
• DETAILS

Incentive Trusts: The Promise & Limits of “Do What I Want & I’ll Reward You”

• Instructor(s):  John A. Warnick

Incentive Trusts: The Promise & Limits of “Do What I Want & I’ll Reward You” Incentive trusts are a mechanism by which the settlor tries to “incentivize” or seek to control the behavior of beneficiaries.  Settlors may want to encourage children or grandchildren to achieve certain educational milestones, maintain a job, get married or have children, or remain free of substance abuse or other risky behaviors. But there are serious limits – limits of what the law will allow a settlor to demand of a beneficiary or a trustee to enforce.  There are also practical limits, including how to objectively judge a beneficiary’s behavior when making distributions.  Incentive trusts are decidedly a mixed bag. This program will provide you with a real-world guide to drafting incentive trusts, counseling clients about their effectiveness and limits, and understanding what the law will (or won’t) allow.      Uses and limitations – practical and legal – of incentive trusts    Types of incentive trusts – and rates of success or failure in achieving settlor goals    Structuring incentives so they can be objectively measured and administered by trustees    Drafting distribution provisions    Counseling clients about downsides of incentive trusts and alternatives   Speaker: John A. Warnick is an attorney and wealth counselor in Denver, Colorado, with a national estate and trust planning practice. He is widely recognized for his counseling of high net worth families on purposeful giving, the process of not only transferring wealth but creating a lasting legacy. He is also the managing collaborator of the Purposeful Planning Institute and a wealth consultant with Family Wealth and Transition Solutions.  Mr. Warnick is a Fellow of the American College of Trust and Estate Counsel and formerly practiced law with Holme, Roberts & Owen, LLP in Denver.       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. 

• On-Demand

  Format

• 60

  Min.

• 9/8/25

  Avail. to
• DETAILS

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 1

• Instructor(s):  Jeremiah W. Doyle, IV

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 1 Understanding fiduciary income taxation – the taxation of grantor and non-grantor trusts, complex and simple trusts – is essential to trust planning.  It impacts the type of trust chosen, how it’s structured and administered.  Recently changes to federal tax law have added to the complexity of fiduciary income taxation.  The tax treatment of trust income and accounting for distributions and expenses varies depending on the type of trust involved and how “Distributable Net Income” is allocated.This program will provide you with a real-world guide to the essential rules, timeframes, planning techniques and traps of the taxation of trusts. Day 1: Fiduciary income taxation framework and rules for estate and trust planners How fiduciary and income tax planning differ from each other Planning for fiduciary taxation v. planning for individual and corporate tax purposes Types of trusts – simple, complex, grantor – and differing tax rules for each Treatment of “Distributable Net Income” Understanding “Trust Accounting Income,” and impact of Prudent Investor Rule Day 2: Practical income allocation for simple, complex and grantor trusts Specific allocation rules for DNI – Tier System, Separate Share Rule, 65 Day Rule, specific bequests Charitable giving – tax treatment and practical impact Treatment of depreciation, administrative expenses, and allocation to income Trust terminations – capital loss carryover and excess deductions   SPEAKER:  Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner.  He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns,and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education.  Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University 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.

• On-Demand

  Format

• 60

  Min.

• 10/9/26

  Avail. to
• DETAILS

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 2

• Instructor(s):  Jeremiah W. Doyle, IV

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 2 Understanding fiduciary income taxation – the taxation of grantor and non-grantor trusts, complex and simple trusts – is essential to trust planning.  It impacts the type of trust chosen, how it’s structured and administered.  Recently changes to federal tax law have added to the complexity of fiduciary income taxation.  The tax treatment of trust income and accounting for distributions and expenses varies depending on the type of trust involved and how “Distributable Net Income” is allocated.This program will provide you with a real-world guide to the essential rules, timeframes, planning techniques and traps of the taxation of trusts. Day 1: Fiduciary income taxation framework and rules for estate and trust planners How fiduciary and income tax planning differ from each other Planning for fiduciary taxation v. planning for individual and corporate tax purposes Types of trusts – simple, complex, grantor – and differing tax rules for each Treatment of “Distributable Net Income” Understanding “Trust Accounting Income,” and impact of Prudent Investor Rule Day 2: Practical income allocation for simple, complex and grantor trusts Specific allocation rules for DNI – Tier System, Separate Share Rule, 65 Day Rule, specific bequests Charitable giving – tax treatment and practical impact Treatment of depreciation, administrative expenses, and allocation to income Trust terminations – capital loss carryover and excess deductions   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner.  He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns,and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education.  Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University 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. 

• On-Demand

  Format

• 60

  Min.

• 10/10/26

  Avail. to
• DETAILS

Indemnification & Hold Harmless Agreements in Real Estate Transactions

• Instructor(s):  Anthony Licata

Indemnification & Hold Harmless Agreements in Real Estate Transactions Indemnification and hold harmless agreements are part of virtually every real estate transition.  These agreements protect parties against financial loss or other liability arising from the occurrence of certain events. Indemnification is often backed by insurance policies. The interaction between indemnification provisions – scope, triggering events, assertion of claims and payment – and funding sources is typically very complex.  This program will provide you with a real-world guide to indemnification and insurance in real estate development, ownership, and leasing.   Forms of indemnification in real estate Scope of indemnity, triggering events or discoveries, ensuring payment of claims Utilizing insurance policies to guarantee and fund indemnification claims Types and roles of various forms of insurance – casualty, business/rent interruption, CGL Important differences among named insureds and additional insureds Drafting interaction of co-insurance, valuation, and agreed value endorsements   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.

• On-Demand

  Format

• 60

  Min.

• 3/7/26

  Avail. to
• DETAILS

Indian Law in Oklahoma: A Changing Landscape?

• Instructor(s):  OBA Indian Law Section

Indian Law in Oklahoma: A Changing Landscape? CLE Presentation on Thursday, November 10, 2022 Co-Sponsored with the OBA Indian Law Section         Recent Developments in Federal Indian Law Casey Ross, General Counsel, Oklahoma City University Director, American Indian Law and Sovereignty Center   Does the Castro-Huerta decision change anything after McGirt? Jonodev O. Chaudhuri, Chaudhuri Law   Technology in Tribal Courts and how to use it to better represent your clients in Tribal Court. (1 hour ethics credit) Darla Jackson Corissa Millard   Tribal Courts and McGirt, Castro-Huerta and with the current medical marijuana laws. Jacintha Webster, Professor, East Central University   Federal Courts and McGirt, Castro-Huerta and with the current medical marijuana laws. Arvo Mikkanen, Assistant United States Attorney, Western District of Oklahoma           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. 

• On-Demand

  Format

• 289

  Min.

• 12/31/24

  Avail. to
• DETAILS

Indigeneity Today: An Indian Law Framework

• Instructor(s):  OBA Indian Law Section

2024 Indian Law Section CLE  Indigeneity Today: An Indian Law Framework  (6 Hours of CLE Credit)    Natural Resources Law  Speakers: Ken Bellmard & Patrick Kane Description: This session will delve into the complexities of natural resource management, with a focus on current challenges and emerging issues and trends. Topics will include water rights, regulatory frameworks, and the impact of energy policy on environmental law concerns in Indian Country. Speakers from various sectors will provide insights into the legal and environmental considerations that shape disputed issues involving natural resources. The focus will include the Osage Minerals Council suit regarding wind farms and the conflict regarding the construction of a hydroelectric power plant on the Kiamichi River in Southeast Oklahoma.    Tribal AG Office Perspectives  Speakers: Clayton Fulton (Muscogee Nation), Alauna Crawford (Chickasaw Nation)  Description: This session will provide a comprehensive overview of the roles and responsibilities of Tribal Attorney General offices. Speakers Clayton Fulton and Faith Lasiter will share their experiences and perspectives on the unique legal challenges faced by tribal governments. Topics will include jurisdictional issues, Tribal Attorney General office initiatives, enforcement of tribal laws, and the interplay between tribal, federal, and state legal systems.     Political = Indian Status  Speaker: Professor Lindsay Robertson  Description: In this session, Professor Lindsay Robertson will explore the concept of "Indian" as a political status rather than a racial distinction, meaning that being "Indian" refers to membership in a federally recognized tribe, which is a political entity with sovereign rights, not simply a racial category based on ancestry. Professor Robertson will discuss the legal precedent established in Morton v. Mancari and the recent challenges in ICWA and other contexts.     Priorities for Federal/Tribal Prosecution  Speakers: Arvo Mikkanen, Jonathan Rohrer  Description: This session will address the priorities and challenges in federal and tribal prosecution. Arvo Mikkanen and Jonathan Rohrer will discuss their experiences and insights into prosecuting cases involving tribal lands and citizens, focusing on the coordination between federal and tribal justice systems. The session will also highlight key areas of concern, such as violent crime, jurisdictional issues, and the protection of tribal sovereignty within the legal framework.        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.

• On-Demand

  Format

• 330

  Min.

• 11/12/26

  Avail. to
• DETAILS

IT Sourcing Agreements: Reviewing and Drafting Cloud Agreements

• Instructor(s):  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. 

• On-Demand

  Format

• 60

  Min.

• 9/19/25

  Avail. to
• DETAILS

Joint Ventures Agreements in Business, Part 1

• Instructor(s):  Peter J. Kinsella

Joint Ventures Agreements in Business, Part 1 Businesses frequently pool their resources – capital, expertise, marketing, distribution – in joint ventures, leveraging their individual strengths by partnering with companies with complementary strengths. There are many types of JVs – contractual strategic alliances, entity-based ventures, and other hybrid forms – each with its tradeoffs.  JV agreements involve contributions by the parties, allocating management control, access to information, ownership of jointly developed property, dispute resolution, and transfers of interests. This program will provide you with a practical guide to planning and drafting joint ventures.   Day 1          Framework of considerations – formality, capital, tax issues, management control, exits          Types of joint ventures – contractual strategic alliances v. shared entities v. hybrids          Choice of entity – incorporated entities v. LPs and general partnerships v. LLCs          Management, access to information, deadlocks and resolution   Day 2          Contributions – capital, marketing and distribution expertise, intangible assets          Economics – allocation of profits and losses, and distribution policies          Transfers of JV interests – rights of first offer/refusal, restrictions on transfers, dissolution          Ownership of jointly developed property – development of intellectual   Speakers: 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.  Mr. Kinsella received his B.S. from North Dakota State University and his J.D. from the University of Minnesota 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.

• On-Demand

  Format

• 60

  Min.

• 8/14/26

  Avail. to
• DETAILS

Joint Ventures Agreements in Business, Part 2

• Instructor(s):  Peter J. Kinsella

Joint Ventures Agreements in Business, Part 1 Businesses frequently pool their resources – capital, expertise, marketing, distribution – in joint ventures, leveraging their individual strengths by partnering with companies with complementary strengths. There are many types of JVs – contractual strategic alliances, entity-based ventures, and other hybrid forms – each with its tradeoffs.  JV agreements involve contributions by the parties, allocating management control, access to information, ownership of jointly developed property, dispute resolution, and transfers of interests. This program will provide you with a practical guide to planning and drafting joint ventures.   Day 1          Framework of considerations – formality, capital, tax issues, management control, exits          Types of joint ventures – contractual strategic alliances v. shared entities v. hybrids          Choice of entity – incorporated entities v. LPs and general partnerships v. LLCs          Management, access to information, deadlocks and resolution   Day 2          Contributions – capital, marketing and distribution expertise, intangible assets          Economics – allocation of profits and losses, and distribution policies          Transfers of JV interests – rights of first offer/refusal, restrictions on transfers, dissolution          Ownership of jointly developed property – development of intellectual   Speakers: 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.  Mr. Kinsella received his B.S. from North Dakota State University and his J.D. from the University of Minnesota 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.

• On-Demand

  Format

• 60

  Min.

• 8/16/26

  Avail. to
• DETAILS

Joint Ventures in Real Estate, Part 1

• Instructor(s):  John S. Hollyfield & Richard R. Goldberg

Joint Ventures in Real Estate, Part 1 Real estate joint venturesleverage the capital and expertise of partners to develop and operate or sell projects of every size.These joint ventures can take different forms – contractual or entity-based – and often involve a complex mix of equity and debt, preferential returns, and various types of fees. Thirdparties, including contractors, may have profit participation rights.  Real estate joint ventures are highly complex exercises in finance and risk management. This program will provide you with a real-world guide to types of real estate joint ventures, major capital structuring issues, and drafting the major provisions of the underlying documents. Day 1: Entity selection for joint ventures Structing competing interests of investors, developers, and lenders Capital structure – getting the right mix of equity, mezzanine financing& long-term debt Initial and subsequent capital contributions of partners Day 2: Management and information rights  Guarantees issue in joint ventures Structuring ordinary and liquidating distributions Valuation and sales/exchanges of partnership interests   SPEAKERS: 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.  He received his B.B.A. from the University of Texas and his LL.B. from the University of Texas School of Law. Richard R. Goldberg is a retired partner, resident in the Philadelphia office of Ballard Spahr, LLP, where he established an extensive real estate practice, including development, financing, leasing, and acquisition.  Earlier in his career, he served as vice president and associate general counsel of The Rouse Company for 23 years.  He is past president of the American College of Real Estate Lawyers, past chair of the Anglo-American Real Property Institute, and past chair of the International Council of Shopping Centers Law Conference.  Mr. Goldberg is currently a Fellow of the American College of Mortgage Attorneys and is a member of the American Law Institute.  Mr. Goldberg received his B.A. from Pennsylvania State University and his LL.B. from the University of Maryland 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. 

• On-Demand

  Format

• 60

  Min.

• 11/14/26

  Avail. to
• DETAILS

Joint Ventures in Real Estate, Part 2

• Instructor(s):  John S. Hollyfield & Richard R. Goldberg

Joint Ventures in Real Estate, Part 2 Real estate joint venturesleverage the capital and expertise of partners to develop and operate or sell projects of every size.These joint ventures can take different forms – contractual or entity-based – and often involve a complex mix of equity and debt, preferential returns, and various types of fees. Thirdparties, including contractors, may have profit participation rights.  Real estate joint ventures are highly complex exercises in finance and risk management. This program will provide you with a real-world guide to types of real estate joint ventures, major capital structuring issues, and drafting the major provisions of the underlying documents. Day 1: Entity selection for joint ventures Structing competing interests of investors, developers, and lenders Capital structure – getting the right mix of equity, mezzanine financing& long-term debt Initial and subsequent capital contributions of partners Day 2: Management and information rights  Guarantees issue in joint ventures Structuring ordinary and liquidating distributions Valuation and sales/exchanges of partnership interests   Speakers: 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.  He received his B.B.A. from the University of Texas and his LL.B. from the University of Texas School of Law. Richard R. Goldberg is a retired partner, resident in the Philadelphia office of Ballard Spahr, LLP, where he established an extensive real estate practice, including development, financing, leasing, and acquisition.  Earlier in his career, he served as vice president and associate general counsel of The Rouse Company for 23 years.  He is past president of the American College of Real Estate Lawyers, past chair of the Anglo-American Real Property Institute, and past chair of the International Council of Shopping Centers Law Conference.  Mr. Goldberg is currently a Fellow of the American College of Mortgage Attorneys and is a member of the American Law Institute.  Mr. Goldberg received his B.A. from Pennsylvania State University and his LL.B. from the University of Maryland 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. 

• On-Demand

  Format

• 60

  Min.

• 11/15/26

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LA Law(less): Don't Be Like Mike Kuzak

• Instructor(s):  Sean Carter

LA Law(less): Don't Be Like Mike Kuzak  Lawyers on our favorite TV legal dramas often act in ways that would cause significant trouble for actual lawyers. In this multimedia webinar, legal humorist Sean Carter will use short video clips from the very popular series, LA Law, to demonstrate some of the legal ethics violations that played out on the show. In doing so, Carter hopes to show you how to keep your professional life from imitating art. In this program, the presenter will use short (30-60 second) video clips from the show to discuss precise rules violated and what the TV lawyer should have done to avoid the ethical violation. And while these examples will provide for a more engaging experience for the lawyer attendee, they will also serve as a reminder that our clients have viewed these same programs, giving them an unrealistic view of the role of an attorney and the tactics available to that attorney in the furtherance of the client's cause.Finally, lawyers will be reminded to manage client expectations by having candid conversations detailing just what the lawyer can (and more importantly, cannot) do during the course of the representation.   Speaker:  Sean Carter is a Harvard Law grad, who spent a decade practicing securities law before leaving the practice of law to pursue a career as the country's foremost Humorist at Law.Since then, Mr. Carter has crisscrossed the country delivering comedic professional educational seminars for more than 350 legal organizations in three dozen states. His presentation topics run the gamut from legal ethics to stress management to diversity. Yet, all of his presentations have one thing in common -- humor and plenty of it.In fact, in 2003, Mr. Carter was dubbed "America's Funniest Lawyer" by The Radio and Television Interview Report.       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.

• 12/30/24

  Presented
• DETAILS

Land Ownership in Oklahoma: Updates to 60 O.S. 121

• Instructor(s):  Bradley Clark

Land Ownership in Oklahoma: Updates to 60 O.S. 121 Come hear from Bradley Clark, Deputy General Counsel Office of the Attorney General, discussing the changes to 60 O.S. 121 brought on by Senate Bill 212. Topics covered will include the origin of Oklahoma’s laws on foreign ownership of land, case law and the Attorney General’s opinions on these laws, recent statutory amendments that will affect most land transactions in the future, and exemptions to the legislative changes.   AGENDA  - Bradley Clark, Deputy General Counsel, Office of the Attorney General           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.   

• On-Demand

  Format

• 114

  Min.

• 2/23/26

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Lawyer Ethics & Credit Cards

• Instructor(s):  Thomas E. Spahn

Lawyer Ethics & Credit Cards Use of credit cards by law firms and lawyers is commonplace. Law firms may accept credit cards as means of payment for fees and expenses. This concession to the larger reality of the economy, however, raises many ethical issues. Can lawyers pass on credit card processing fees (which can be substantial) to clients?  What happens if a client’s credit card company does a chargeback of fees?  How does a lawyer maintain confidentiality when he or she has a dispute with a credit card company, or the client has a dispute with the credit card company?  These and many issues arise when lawyers accept credit cards from clients. This program will provide you with a guide to ethical issues when credit cards are accepted and used in law practice. ·         Passing on credit card processing fees to clients ·         Truth-in-Lending issues and tax penalties ·         Ethical issues when credit card companies chargeback funds paid to a lawyer or from a trust account ·         Confidentiality when a client has a dispute with his or her credit card company ·         Use of credit cards to fund a retainer and related trust fund accounting issues ·         Creditor claims against trust fund accounts ·         Leftover client funds and proper trust fund accounting   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a 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. 

• On-Demand

  Format

• 58

  Min.

• 7/18/25

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Lawyer Ethics and Disputes with Clients

• Instructor(s):  Thomas E. Spahn, Elizabeth Treubert Simon

Lawyer Ethics and Disputes with Clients Ethical tensions are perhaps never as great as when a lawyer is in dispute with a client. The dispute may arise over fees, communication, perceived conflicts of interest, or something else.  In these and other circumstances, the lawyer’s duties of loyalty, zealous representation and confidentiality are all brought into direct conflict with the lawyer’s interest in self-defense. In these extremely delicate circumstances, the lawyer must determine what information may disclosed in his or her self-defense, its impact on the attorney-client privilege, and what steps he or she can take to de-escalate the conflict.  This program will provide you with a real-world guide to the ethical issues for a lawyer when he or she is in conflict with a client.  Disputes involving lawyers’ fees, communications, unfavorable result of representation, conflicts of interest, malpractice claims  Confidentiality and self-defense – what disclosure of confidences is permissible?             Waivers and engagement letters to prevent dispute – or mitigate their damage  Permissible and mandatory withdrawals from a representation   Special attorney-client privilege issues in these disputes    Speakers:  Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. 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, her practice focused 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 Rules of Professional Conduct Rules Review Committee.  She is the immediate past chair of the District of Columbia Legal Ethics Committee.  She writes and speaks extensively on attorney ethics issues.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany 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.

• On-Demand

  Format

• 60

  Min.

• 8/6/26

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Lawyer Ethics and Email

• Instructor(s):  Thomas E. Spahn

Lawyer Ethics and Email Email has become essential to law practice.  Communications with clients and colleagues is practically impossible – and absolutely inefficient – without email.  But the ubiquity of email may obscure many important ethical issues that arise when it is used in law practice, including issues related to confidentiality, metadata, and the attorney-client privilege. These and other substantial ethical questions will be discussed in this practical guide to the ethical issues when lawyers use email in their practices. Beginning an attorney relationship via email – intentionally and inadvertently Security and confidentiality when email is exchanged in the Cloud Inadvertently sent email and metadata embedded in email Discarding/deleting email and working with outside vendors Ex parte communications with represented adversaries Attorney-client privilege issues   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a 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.

• On-Demand

  Format

• 60

  Min.

• 5/23/26

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Lawyer Ethics and Investigations for and of Clients

• Instructor(s):  Elizabeth Treubert Simon and Thomas E. Spahn

Lawyer Ethics and Investigations for and of Clients Investigations by lawyers are an essential element of most litigation.  Lawyers investigate the parties and the facts underlying the case through the use of third-party investigators, online searches, obtaining public records, seeking the production of electronic communications, including text messages, and much more.  Also, lawyers sometimes need to investigate their own clients – to assure themselves of the veracity of certain representations or when the lawyer suspects the client may be actively misleading the lawyer.  These investigations are not without risk. Ethics rules limit what lawyers can do and say, and how the work product of these investigations may be used.  This program will provide you with a practical guide to ethical issues when lawyers conduct investigations.   ·         Duty of an attorney to investigate a case before filing a lawsuit ·         “Pre-texting” – the ethics of deception  in investigations ·         Ethical issues when a lawyer investigates a client – and when it is ethically required ·         Conflicts of interest in investigations ·         Ethical issues in social media and online searches – and obtaining text messages ·         Use of third-party investigators ·         Limitations on investigating members of a jury or jury pool ·         When investigations go awry – discipline, sanctions, exclusion of evidence obtained   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.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School.   Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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. 

• On-Demand

  Format

• 60

  Min.

• 4/25/25

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• DETAILS

Lawyer Ethics and Texting

• Instructor(s):  Thomas E. Spahn

Text messaging has become a mainstream form of communication.  Clients now routinely text their lawyers about pending matters.  They may ask about the status of a case, provide facts about a case, communicate decisions to a lawyer, or message other sensitive information.  These messages are often to a lawyer’s mobile phone that is used extensively for personal purposes, unsecured in their transmissions, and easily accessible by third parties. This new wave of lawyer-client communication raises many difficult ethical questions, including preservation of the attorney-client privilege.   This program will provide you with a guide to the major ethics issues when lawyers and their clients text message about pending matters.   ·         Confidentiality issues involving unsecured transmission of texts involving sensitive case issues ·         How to handle mobile phones used for both personal purposes and law practice ·         Potential loss of the attorney-client privilege when text messages are accessible by third parties ·         Tension among the duties of competence, prudence and to communicate with clients ·         Understanding the ethical risks and counseling clients about the risks to their case when texting   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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. 

• On-Demand

  Format

• 60

  Min.

• 2/22/25

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• DETAILS

Lawyer Ethics and the Internet

• Instructor(s):  Thomas E. Spahn

Lawyer Ethics and the Internet The Internet is the uniform information appliance for communications, research, and marketing, for consumers and for lawyers.  You can easily research witnesses, parties, judges, and jurors with a simple Google search.  Add in social media searches – blogs, Facebook, Twitter and many other platforms – and you can develop a rich demographic profile of all of these individuals.  With a few keystrokes, you can pull down more information than ever before. You can also communicate freely, unmediated and unrestricted, with virtually anyone. All of these functions are valuable in litigation and transactional practice but also give rise to substantial ethics issues – not everything that the Web enables is proper. This program will provide you with a real world guide to ethics issues when lawyer engage in research and communication using the Internet.   ·         Communicating with parties, opposing attorneys, and witnesses via email, social media, and texting ·         Researching jurors, parties, witnesses and judges via social media ·         Blogging or sending newsletters/law updates to clients ·         Trends in texting, confidentiality, and discoverability ·         Law firm marketing via the web   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a 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. 

• On-Demand

  Format

• 59

  Min.

• 8/15/25

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• DETAILS

Lawyer Ethics in a Digital World

• Instructor(s):  Thomas E. Spahn

Lawyer Ethics in a Digital World Lawyer use of technology, in both their professional and personal lives, is inescapable, and frequently those two worlds blend and give rise to substantial ethical issues. It’s difficult to disconnect from constant digital communications. Lawyers talk to, email, text and otherwise communicate with clients on smartphones, tablets, and social media. Frequently these and laptops are connected to public or at best semi-secure networks, despite the fact they are used to carry sensitive and often confidential information.  The ease of technology obscures its complexity – a complexity lawyers are required, as duty of competence, to understand before they use it.  This program will provide you with a roadmap through the maze of ethical issues that occur when lawyers use technology in their lives and practices.   Lawyers and social media – obtaining information on clients, adversaries, jurors and others Ethics when you’re never unplugged from technology Traps for law firms when using the cloud Ethics and working remotely Lawyer ethics when texting clients, witnesses, and others   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale 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. 

• On-Demand

  Format

• 60

  Min.

• 2/21/26

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• DETAILS

Lawyer Ethics in Real Estate Practice

• Instructor(s):  William Freivogel, Thomas E. Spahn

Lawyer Ethics in Real Estate Practice The real estate industry is fiercely competitive as developers and contractors, investors and lenders, brokers and others – often with the aid of legal counsel seek advantage. This can easily present real estate lawyers with ethical dilemmas. Conflicts of interest are rife. There are issues of communicating and negotiating with unrepresented parties. There are also issues of taking an equity stake in a real estate venture in lieu of fees.  Sometimes, too, there is the discovery that a client is engaged in wrongdoing. These and many other ethical issues arise in real estate practice.  This program will provide you with a real-world guide to common ethics issues in real estate practice. Joint representations of a business entity and its owners in a real estate transaction Representation of a client with adverse interests in unrelated transactions Exchange of legal services for transaction equity Communications with unrepresented parties – and with represented parties Inadvertent disclosure of confidential Transaction terms Special issues when client wrongdoing is discovered   Speakers: 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 .   Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 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 a 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. 

• On-Demand

  Format

• 60

  Min.

• 4/3/26

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• DETAILS

Lawyer Ethics of Using Paralegals

• Instructor(s):  Thomas E. Spahn

Lawyer Ethics of Using Paralegals Paralegals are often essential for lawyers to successfully practice law.  Paralegals conduct basic legal research, help review and prepare documents, and sometimes screen clients.  Still, they are not lawyers and not directly subject to the ethics rules applicable to lawyers. But the lawyers who supervise their work are responsible for their actions and liable for any improper conduct.  Lawyers are responsible for ensuring that their paralegals’ work conforms to ethics rules. If a paralegal’s actions breach client confidentiality, compromise the attorney-client privilege, or are otherwise improper, the supervising lawyer is ethically responsible for that misconduct.  This program will provide you with a practical guide to how ethics rules make supervising lawyers responsible for the actions of their paralegals.    Conflicts of interest and the attribution of paralegal knowledge about client matters Determining when paralegal research and document preparation becomes the unauthorized practice of law How paralegals must be instructed about client confidentiality – and lawyer consequences on breach Attorney-client privilege implications when clients communicate with paralegals – and risk of inadvertent disclosure Issues when paralegals participate in discovery Fee sharing with paralegals   Speaker: Thomas E. Spahn is a partner in the Tysons Corners, Virginia office of McGuireWoods, where he advises firm clients on professional responsibility issues and properly creating and preserving the attorney-client privilege and work product protections.  He has served on the ABA Standing Committee on Ethics and Professional Responsibility, and is a Member of the American Law Institute and a Fellow of the American Bar Foundation.  He has written extensively on attorney-client privilege, ethics and other topics, and has spoken at over 1,800 CLE programs throughout the U.S. and in several foreign countries.  Through links on his website biography, he has made available to the public  his summaries of over 1,600 Virginia and ABA legal ethics opinions, organized by topic; a 300 page summary of his two-volume 1,500 page book on the attorney-client privilege and work product doctrine; over 900 weekly email alerts about privilege and work product cases; and materials for 40 ethics programs on numerous topics, totaling over 9,000 pages of analysis.  Mr. Spahn graduated magna cum laude from Yale University and received his J.D. from Yale 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. 

• On-Demand

  Format

• 60

  Min.

• 1/26/26

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• DETAILS

Lawyer Ethics When Storing Files in the Cloud

• Instructor(s):  Matthew Corbin and Mark A. Webster

Lawyer Ethics When Storing Files in the Cloud Most files are now stored in the “cloud,” a global network of servers that store files for organizations of every size, including law firms.  Many applications, including word processing, email and billing software packages that are used daily by lawyers and law firms, are also stored and used in the cloud.  This dramatic shift in the way files are created, modified, stored, and shared has substantial implications for law firms.   The first is a duty of competence requirement that lawyers understand how the technology they employ works and how it might impact client communications and confidentiality, among many other issues.  This program will provide you with a practical guide to ethical issues when lawyers and law firm store and create files in the cloud.          Technology competence as an ethical duty of competence          Ethical benchmarks and diligence for ensuring file and communication confidentiality in the cloud          Mobile access – issues when the cloud is used via smartphone or tablet          What if your client uses the cloud but you do not?          Attorney-client privilege issues when using the cloud to communicate          Internal policies – ensuring law firm security supplements cloud security   Speakers: Matthew Corbin is Senior Vice President and Executive Director in the Professional Services Group of AON Risk Services, where he consults with the company’s law firm clients on professional responsibility and liability issues.  Before joining AON, he was a partner with Lathrop & Gage, LLP, where he was a trial and appellate lawyer handling professional liability, commercial, business tort, employment, construction, insurance, and regulatory matters. Before entering private practice, he served as a judicial clerk to Judge Mary Briscoe of the U.S. Court of Appeals for the Tenth Circuit.  Mark A. Webster is Vice President and Director in the Professional Services Group of AON Risk Services.  He consults with the company’s law firm clients on professional responsibility and liability issues.? Before joining AON, he was a partner with Lathrop & Gage, LLP, where he had an extensive real estate transactions practice.         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.     

• On-Demand

  Format

• 60

  Min.

• 11/14/25

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• DETAILS

Lawyer Ethics When Working with Paralegals

• Instructor(s):  Thomas E. Spahn

Paralegals are often essential for lawyers to successfully practice law.  Paralegals conduct basic legal research, help review and prepare documents, and sometimes screen clients.  Still, they are not lawyers and not directly subject to the ethics rules applicable to lawyers. But the lawyers who supervise their work are responsible for their actions and liable for any improper conduct.  Lawyers are responsible for ensuring that their paralegals’ work conforms to ethics rules. If a paralegal’s actions breach client confidentiality, compromise the attorney-client privilege, or are otherwise improper, the supervising lawyer is ethically responsible for that misconduct.  This program will provide you with a practical guide to how ethics rules make supervising lawyers responsible for the actions of their paralegals.    Conflicts of interest and the attribution of paralegal knowledge about client matters Determining when paralegal research and document preparation becomes the unauthorized practice of law How paralegals must be instructed about client confidentiality – and lawyer consequences on breach Attorney-client privilege implications when clients communicate with paralegals – and risk of inadvertent disclosure Issues when paralegals participate in discovery Fee sharing with paralegals   Speaker: Thomas E. Spahn is a partner in the Tysons Corners, Virginia office of McGuireWoods, where he advises firm clients on professional responsibility issues and properly creating and preserving the attorney-client privilege and work product protections.  He has served on the ABA Standing Committee on Ethics and Professional Responsibility, and is a Member of the American Law Institute and a Fellow of the American Bar Foundation.  He has written extensively on attorney-client privilege, ethics and other topics, and has spoken at over 1,800 CLE programs throughout the U.S. and in several foreign countries.  Through links on his website biography, he has made available to the public  his summaries of over 1,600 Virginia and ABA legal ethics opinions, organized by topic; a 300 page summary of his two-volume 1,500 page book on the attorney-client privilege and work product doctrine; over 900 weekly email alerts about privilege and work product cases; and materials for 40 ethics programs on numerous topics, totaling over 9,000 pages of analysis.  Mr. Spahn graduated magna cum laude from Yale University and received his J.D. from Yale 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.

• On-Demand

  Format

• 60

  Min.

• 1/20/25

  Avail. to
• DETAILS

Legal Writing: Striving For Clarity – Part II

• Instructor(s):  Judge Robert Bacharach

  Legal Writing: Striving For Clarity – Part II   Please join us for a follow up on our 2.25.22 program for a more in-depth discussion with Judge Bacharach on how to improve your legal writing:   •Guidance from bench on effective legal writing. •Skills to clearly and concisely convey your argument •Tips and tools on structure and context. • And so much more!     Speaker:   The Honorable Bob Bacharach obtained his J.D. from Washington University School of Law, where he graduated Order of the Coif, served on the law review’s executive editorial board, and received the Mary Collier Hitchcock Prize for the best Note (student article) in the law review. Upon graduation, he clerked for the Honorable William J. Holloway, Jr., who was the Chief Judge of the Tenth Circuit Court of Appeals. After this clerkship, Judge Bacharach practiced litigation at Crowe & Dunlevy, P.C., where he was a shareholder. He was then appointed as a U.S. Magistrate Judge and served as a magistrate judge for roughly 14 years. Judge Bacharach was then appointed to the Tenth Circuit Court of Appeals, where he continues to serve.    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.   

• On-Demand

  Format

• 91

  Min.

• 12/31/24

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• DETAILS

Letters of Intent in Business Transactions

• Instructor(s):  Allen Sparkman

Letters of Intent in Business Transactions Letters of intent frame the material terms of business and commercial transactions.  They outline with considerable detail the substantive terms of the underlying agreement – price, reps and warranties, closing conditions, etc. They also provide a process by which a definitive underlying agreement will be finalized. But they are not, generally, intended to be definitive agreements themselves; not enforceable, only a substantial starting point. There is, however, a certain point at which the detail in these letters becomes so extensive that they become enforceable.  This program will provide you with a practical guide to the most important substantive and process aspects of letters of intent, their uses and traps, including unexpected enforceability. Drafting effective letters of intent in transactions Purposes of letters, timing, relationship to diligence, exclusivity Substantive  terms v. process terms Indemnity, hold back and limitation of liability provisions Termination of a letter and survival of certain provisions Understanding the point at which letters of intent may become enforceable   SPEAKER: Allen Sparkman is a partner in the Houston and Denver offices of Sparkman Foote, LLP.  He has practiced law for over forty years in the areas of estate, tax, business, insurance, asset protection, and charitable giving.  He has written and lectured extensively on choice-of-entity, charitable giving and estate planning topics.  He is the Colorado reporter for the books "State Limited Partnership Laws" and "State Limited Liability Company Laws," both published by Aspen Law & Business.  He has also served as president of the Rocky Mountain Estate Planning Council.  Mr. Sparkman received his A.B. with honors from Princeton University and his J.D. with high honors from the University of Texas 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.

• On-Demand

  Format

• 60

  Min.

• 12/31/24

  Avail. to
• DETAILS

Letters of Intent in Business Transactions

• Instructor(s):  Allen Sparkman

Letters of Intent in Business Transactions Letters of intent frame the material terms of business and commercial transactions.  They outline with considerable detail the substantive terms of the underlying agreement – price, reps and warranties, closing conditions, etc. They also provide a process by which a definitive underlying agreement will be finalized. But they are not, generally, intended to be definitive agreements themselves; not enforceable, only a substantial starting point. There is, however, a certain point at which the detail in these letters becomes so extensive that they become enforceable.  This program will provide you with a practical guide to the most important substantive and process aspects of letters of intent, their uses and traps, including unexpected enforceability. Drafting effective letters of intent in transactions Purposes of letters, timing, relationship to diligence, exclusivity Substantive  terms v. process terms Indemnity, hold back and limitation of liability provisions Termination of a letter and survival of certain provisions Understanding the point at which letters of intent may become enforceable   SPEAKER: Allen Sparkman is a partner in the Houston and Denver offices of Sparkman Foote, LLP.  He has practiced law for over forty years in the areas of estate, tax, business, insurance, asset protection, and charitable giving.  He has written and lectured extensively on choice-of-entity, charitable giving and estate planning topics.  He is the Colorado reporter for the books "State Limited Partnership Laws" and "State Limited Liability Company Laws," both published by Aspen Law & Business.  He has also served as president of the Rocky Mountain Estate Planning Council.  Mr. Sparkman received his A.B. with honors from Princeton University and his J.D. with high honors from the University of Texas 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.

• On-Demand

  Format

• 60

  Min.

• 12/13/26

  Avail. to
• DETAILS

Letters of Intent in Real Estate Transactions

• Instructor(s):  Anthony Licata

Letters of Intent in Real Estate Transactions   Letters of intent in real estate transactions – buying/selling property and leasing – are essential in helping the parties frame areas of agreement, identify areas for further negotiation, and establish a timeline for completing the deal. These letters can also be cost-effective in determining whether the parties can reach agreement on major terms before definitive agreements are drafted.  But there are substantial drawbacks. One party may use the letter to shop the transaction to third parties, using the offer as a stalking horse.  In some instances, too, the letter itself may be so detailed that it becomes enforceable. This program will provide you with a practical guide to drafting letters of intent in commercial real estate acquisition and sales, and leasing transactions.        Defining timeframes for negotiations/operative agreements & expiration of letter        Core economic terms – purchase price and holdbacks, lease payments, escalator clauses        Deposits – hard money v. soft money – and escrow instructions        Identifying the property subject to acquisition or lease        Other major terms – use, exclusivity, environmental issues, etc.        Confidentiality and non-marketing provisions    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.     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. 

• On-Demand

  Format

• 59

  Min.

• 12/12/25

  Avail. to
• DETAILS

Limited Scope Services and Other Alternative Fee Arrangements - 2024 Annual Meeting

• Instructor(s):  Trevor Riddle

Limited Scope Services and Other Alternative Fee Arrangements   Filmed at the 2024 OBA Annual Meeting   Trevor Riddle Trevor Riddle is the founder of Triad Legal PLLC in Tulsa, Oklahoma. The firm helps clients navigate the stress and uncertainty of the American legal system, primarily in state and federal criminal courts. The owner of a small firm and former shareholder in another, Trevor is well acquainted with the issues and obstacles faced by solo and small firm attorneys. He has devoted significant time to finding technology-based solutions to these unique challenges. Through technology, Trevor has found opportunities to reduce law firm expenses and increase revenue while delivering outstanding client service. Mr. Riddle is licensed in Oklahoma and Kansas. He conducts regular research on legal technology issues and has written and presented on numerous legal technology topics. He is an active member of the Oklahoma and Kansas bar associations, the Tulsa County Bar Association, and the ABA’s Law Practice Division and Solo, Small Firm and General Practice Division. Since 2018, his peers have selected him as one of the Best Lawyers in America. In 2022 and 2023, Best Lawyers in America recognized him as a Lawyer of the Year.       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.  

• On-Demand

  Format

• 49

  Min.

• 8/5/26

  Avail. to
• DETAILS

Liquidation: Legal Issues When a Client Decides to Close a Business

• Instructor(s):  Daniel G. Straga

Liquidation: Legal Issues When a Client Decides to Close a Business Planning for an LLC’s eventual liquidation can be as important as formation. Well planned and efficient liquidations help LLC members preserve value. Messy liquidations are costly and rapidly diminish value. Whether triggered by a provision in a buy/sell agreement or on the basis of a statutory provision, liquidations are a process of marshaling assets, providing a variety of notices, satisfying debts and other liabilities, and eventually liquidating distributions to LLC members. When planned and managed effectively, the process can preserve substantial value for clients. This program will provide you with a practical guide to liquidations of LLCs. Statutory bases for voluntary LLC dissolution and how they are triggered by members Judicial/non-voluntary bases for LLC dissolution Planning for eventual dissolution of an LLC in buy/sell agreements Process of dissolution, winding up and termination – and practical consequences of each step Drafting statements of dissolution Summary of tax consequences of distributions of various type of property   Speaker: Daniel G. Straga is counsel 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.  Mr. Straga earned his and his B.A. from the University of Delaware and his J.D. from the George Washington University 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.