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2022 Banking and Commercial Law Update

$175.00**
  • Author/Instructor:  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
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2023 Banking and Commercial Law Update

$175.00
  • Author/Instructor:  OBA Banking and Commercial Law Section

2023 Banking and Commercial Law Update Cosponsored by:OBA Banking and Commercial Law Section Program Planner:Eric Johnson, Hudson Cook, LLP     Agenda:   8:30 – 9:00 – Registration   9:00 – 9:50 – Anthony Hendricks, Partner, Crowe Dunlevy, P.C. - Not Experts But Leaders: CEOs, Boards, and Cybersecurity 9:50 – 10:00 - Break 10:00 – 10:50 - Professor Stephen Sepinuck, Special UCC Advisor, Paul Hastings, LLP - Proposed Amendments to the UCC 10:50 – 11:40 – Joshua Snavely, Of Counsel, McAfee Taft, P.C. - Artificial Intelligence Risk and Regulation 11:40 – 12:10 - Lunch 12:10 – 1:00 – Matt Mowdy, Legal Counsel, Oklahoma Banking Department – Banking Law Updates 1:00 – 1:50 – Jason Sansone, Attorney, Phillips Murrah P.C. – Can I Take It? Lenders' Setoff and Recoupment Rights in Bankruptcies 1:50 – 2:00 – Break 2:00 – 2:50 - Jessica Perry, Deputy Criminal Chief, U.S. Department of Justice – DOJ Financial Crimes – Trends and Priorities 2:50 - 3:40 - Eric Johnson, Partner, Hudson Cook, LLP - CFPB Updates for the Banking/Commercial Lawyer           Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 362
    Min.
  • 10/31/24
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2023 Oklahoma Access to Justice Summit: Accessible Legal Forms - Automation and Plain Language

$25.00
  • Author/Instructor:  Oklahoma Access to Justice Foundation

Presented at the 2023 Oklahoma Access to Justice Summit

  • On-Demand
    Format
  • 59
    Min.
  • 8/31/24
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2023 Oklahoma Access to Justice Summit: Closing Plenary - Innovative Technology Solutions for Justice

$25.00
  • Author/Instructor:  Oklahoma Access to Justice Foundation

Presented at the 2023 Oklahoma Access to Justice Summit

  • On-Demand
    Format
  • 61
    Min.
  • 8/31/24
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2023 Oklahoma Access to Justice Summit: Innovative Use of Technology in the Courts

$25.00
  • Author/Instructor:  Oklahoma Access to Justice Foundation

Presented at the 2023 Oklahoma Access to Justice Summit

  • On-Demand
    Format
  • 62
    Min.
  • 8/31/24
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2023 Oklahoma Access to Justice Summit: Rural and Indigenous Solutions to the Technology Justice Gap

FREE
  • Author/Instructor:  Oklahoma Access to Justice Foundation

Presented at the 2023 Oklahoma Access to Justice Summit

  • On-Demand
    Format
  • 59
    Min.
  • 8/31/24
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2023 Solo and Small Conference - Cyber Security Awareness Training

$50.00
  • Author/Instructor:  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
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2023 Solo and Small Conference - Document Automation to Build an Unbundled Legal Product

$50.00
  • Author/Instructor:  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
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2023 Solo and Small Conference - Ethical Considerations of Using Cash Apps

$50.00
  • Author/Instructor:  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
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2023 Solo and Small Conference - Law Firm Efficiency Overhaul: Optimize Your Technology for Maximum Performance

$50.00
  • Author/Instructor:  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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A.I. Assimilation: Resistance is Futile

$100.00
  • Author/Instructor:  Sean Carter

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

  • Webcast
    Format
  • 120
    Min.
  • 5/23/24
    Presented
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A.I. in Healthcare: Revolutionary or Risky?

$50.00
  • Author/Instructor:  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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Artificial Intelligence and the Law: Promise or Peril? - 2023 OBA Annual Meeting

$49.00
  • Author/Instructor:  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
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Artificial Intelligence in a Law Practice

$50.00
  • Author/Instructor:  Julie A. Bays and Catherine Sanders Reach

Artificial Intelligence in a Law Practice   Ever since ChatGPT made its debut in November of 2022 the world has been abuzz about artificial intelligence. In this session we will discuss and demonstrate some AI built into tools that you may already have, plus some that can be useful right away. Putting aside the issues surrounding ethics, IP, security, and robot overlords, how can AI help you to get things done faster? Join Catherine Sanders Reach, Director for the Center for Practice Management at the North Carolina Bar Association and Julie A. Bays, Practice Management Advisor for the Oklahoma Bar Association Management Assistance Program, as we explore practical and tactical uses of AI in your practice.   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, 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, Law Technology News and GPSolo Magazine, as well as numerous other publications. She has given presentations on the use of technology in law firms 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. 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. 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-chair in 2019 and co-chair in 2020. She is co-editor of the 2023 ABA book Design Your Law Practice.   Julie A. Bays - Julie A. Bays graduated with a Bachelor of Arts degree, summa cum laude, from the University of Oklahoma in 1995 and was inducted into Phi Beta Kappa in April 1995. She graduated from the University of Oklahoma College of Law in 1998. 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     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma 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.
  • 9/8/24
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ChatGPT: Lawyers' Friend or Foe?

$85.00
  • Author/Instructor:  Lenne Espenschied

ChatGPT: Lawyers Friend or Foe?   OpenAI is an artificial intelligence research and development company. On November 30, 2022, Open AI introduced a model called ChatGPT that interacts with humans in a conversational way. In this program, you will learn about what ChatGPT is capable of doing, and in fact is already doing. You will see examples of ChatGPT's drafting and editing abilities. By analyzing what it got and what it got wrong, you will learn how it can assist you in your practice.  You will learn how lawyers are already harnessing the power of AI apps to practice more effectively.   Speaker: LENNE 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
  • 64
    Min.
  • 5/9/25
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Cyber Age Ethics for Transactional Lawyers

$85.00
  • Author/Instructor:  LennĂ© 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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Data Privacy: What Is It and Why Should You Care?

$50.00
  • Author/Instructor:  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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Fundamentals of Licensing Technology, Part 2

$85.00
  • Author/Instructor:  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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IT Sourcing Agreements: Reviewing and Drafting Cloud Agreements

$85.00
  • Author/Instructor:  Peter J. Kinsella

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

  • On-Demand
    Format
  • 60
    Min.
  • 9/19/25
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Living in a Cloud-Based World - The Next Generation of Digital Evidence

$51.00
  • Author/Instructor:  Michael C. Maschke

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

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

Privacy and Tools for the Non-Tech Lawyer

$100.00
  • Author/Instructor:  Jeff Taylor

  Privacy and Tools for Non-Tech Savvy Lawyer OBA/CLE Lunch and Learn   Learn why you should care about technology. From efficiency to ethics concerns (and because standards are always changing), tech is more important than most realize.   Learn efficiency tips to manage your emails and set reminders for important items. And so much more!   SPEAKER:   Jeff Taylor The Duit Group of Companies Jeff is first (and only) In-House General Counsel to the Duit (pronounced Do It) Group of Companies. The Duit companies build road and bridge highway projects in Oklahoma, Texas, Arkansas, and Kansas. Jeff's focuses his daily activities on contract negotiations, construction delays, litigation, risk management, and employee issues. Jeff worked as a solo practitioner handling litigation, consumer advocacy, and representing small businesses before joining Duit. Jeff also created "The Droid Lawyer," a legal tech blog focused on Android and mobile devices for lawyers.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 85
    Min.
  • 12/31/24
    Avail. to
  • DETAILS
Course1

Service Level Agreements in Technology Contracting

$85.00
  • Author/Instructor:  Peter J. Kinsella

Service Level Agreements in Technology Contracting In a world where every client depends on IT functions – web site hosting, e-commerce, telecom, storing files remotely in the Cloud, or on locally leased servers, e-mail and much more – and when most of these functions are outsourced or provided by vendors, Service Level Agreements (SLAs) are of paramount importance. SLAs set benchmarks for these services – what uptime is expected and for how long, what happens when something goes down, how is service measured and reported?  The operation of every business and every law firm rests on the answer to these questions. This program will provide you a practical guide to reviewing, drafting and negotiating SLAs for client IT functions.    Purpose of SLAs – ensuring clients get benefit of bargain, incentivizing providers Types of services – locally installed v. the Cloud Service availability – uptime, guarantees, exclusions Service performance – minimum v. expected service, resolution time v. resolution goals Special considerations when drafting for the Cloud Common failures, damages, and remedies   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.  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.
  • 3/1/26
    Avail. to
  • DETAILS
Course1

Trust Accounting Essentials

$125.00
  • Author/Instructor:  Gina Hendryx and Julie Bays

Trust Accounting Essentials   The need to handle with scrupulous care funds entrusted to a lawyer by a client or third person should be self-evident. Nonetheless, there are cases where practicing lawyers, either inadvertently or intentionally, mishandle trust funds, subjecting clients and third persons to the risk of economic hardship and undermining public confidence in the legal profession. The purpose of this is course is threefold: (1) to describe the rules for handling trust funds and property; (2) to discuss relatively recent changes to the handling of fees and trust transactions; and (3) to provide practical guidance on how to use both print and electronic tools to produce client and general ledgers and to perform proper three-way reconciliation of trust funds accounts.   1:30 p.m.        Rules for Handling Trust Funds and Property Gina Hendryx, OBA General Counsel   2:20  p.m.       Documenting Trust Transactions & Preparing Ledgers – In Print & Electronically (Scenario Completion) Julie Bays, OBA/MAP Practice Managemnet Advisor    3:10 p.m.        Break   3:20 p.m.        Essential Features of Electronic Tools for Trust Fund Accounting Julie Bays, OBA/MAP Practice Managemnet Advisor    4:10 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
  • 130
    Min.
  • 12/31/24
    Avail. to
  • DETAILS
Course1

Why Lawyers Need to Know About AI

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

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

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