Course1

2023 Solo and Small Conference - Cyber Security Awareness Training

$50.00
  • 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
Course1

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

$50.00
  • 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
Course1

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

$50.00
  • 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
Course1

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

$50.00
  • 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
    Avail. to
  • DETAILS
Course1

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

$50.00
  • 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
    Avail. to
  • DETAILS